You haven't searched anything yet.
Summary
INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more understandable, affordable, and accessible for all. At INB Wealth, we are looking for people with a passion for helping clients. We respect the unique differences of our employees, our clients and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others and building trusted relationships, possess high ethical standards and the required competencies and qualifications, and have a desire to learn and grow, there’s a place for you at INB Wealth!
We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth.
At INB Wealth, you will have the tools, resources and support to succeed in a sales environment. INB offers progressive benefits as well as a competitive compensation program.
Essential Duties and Responsibilities
As an Investment Advisor Representative at INB Wealth, you will have the opportunity to work in a team environment, with clients at all levels - identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of prospective and existing clients. You will be responsible for developing business through client referrals, proactive prospecting, community and civic involvement, and participation in marketing events. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide you with the ability to not only build portfolios, but long-term, lasting client relationships.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Qualifications
At least two years' experience working in the financial services industry and/or a sales environment where goals were met or exceeded (including at least one-year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Education and/or Experience
Bachelor’s degree, or equivalent work experience.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
INB is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf
Full Time
Banking
$78k-110k (estimate)
02/05/2023
06/05/2024
illinoisnationalbank.com
SPRINGFIELD, IL
50 - 100
Private
CHRISTOPHER M PARKS CFP
$10M - $50M
Banking
The job skills required for Investment Advisor Representative include Products and Services, Integrity, Building Relationships, Prospecting, Financial Planning, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Advisor Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Advisor Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Advisor Representative positions, which can be used as a reference in future career path planning. As an Investment Advisor Representative, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Advisor Representative. You can explore the career advancement for an Investment Advisor Representative below and select your interested title to get hiring information.