Senior Financial Advisor
Muscatine, Iowa
If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Muscatine. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth.
Highlights:
- Run your practice like an independent and own your book
- Step into an existing book of business and referral network
- Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves
What you’ll do:
- Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies
- Determine specific customer needs and ensure that proper market transactions are executed
Responsibilities:
- Keep informed of personal investment product market trends, issues, and customer needs
- Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.
- Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers.
- Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations.
- Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions.
- Has a strong commitment and dedication to internal and external customer service
What you’ll need:
- A bachelor’s degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry.
- Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required.
We offer competitive compensation and an excellent benefits package. If you want to be part of a dynamic and growing banking organization, we would like to hear from you!
