Associate Wealth Advisor

CBI Bank & Trust; Galesburg (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

401(k) plan

Employee Assistance Program (EAP)

Training opportunities

Medical insurance

Job summary

CBI Bank & Trust seeks an Associate Wealth Advisor to assist the Investment Team in delivering high-quality service to the existing client base. You will field inquiries, make outbound calls, handle client needs, place trades and conduct routine client reviews.

Requirements include a Bachelor's degree or 2+ years of related experience; Series 7 and 65 licenses (or equivalent) and life/health licenses preferred. Strong computer and IRA knowledge, plus excellent communication, are essential.

Qualifications

• Bachelor’s degree or 2+ years of related experience preferred.
• Series 7 and 65 securities licenses (or equivalent) and life/health licenses preferred.
• Strong computer skills; solid understanding of IRAs.
• Proficient math and excellent written/spoken communication.

Responsibilities

• Field incoming/outgoing client inquiries.
• Provide high-quality customer service to client base.
• Schedule appointments and manage calendar.
• Proactively communicate with clients and assist with processing.
• Place trades as directed and assist with client reviews.

Skills

Customer service

IRA knowledge

Mathematical proficiency

Strong communication

Problem solving

Education

Bachelor’s degree

Series 7 & 65 licenses

Tools

Microsoft Office

Job description

Description

The Associate Wealth Advisor will assist the Investment Team in providing high-quality customer service to existing client base. To include; fielding in-coming phone calls, making out-bound phone calls, handling client service needs, placing trades and conducting routine client reviews.

Essential Duties

• Fielding all incoming/outgoing client inquiries
• Provides high quality customer service to client base
• Schedules appointments/manages own calendar
• Proactively communicates with clients
• Completes client paperwork and assists with processing
• Tracks clients transfers/transactions to completion
• Place trades as directed
• Assist with less complex investment referrals and client reviews
• Assist with the success of client events
• Assist with the retention of client base
• Mines for additional assets from existing client base
• Adheres to all company and industry supervisory guidelines and policies
• Participates in required meetings, training, and continuing education requirements
• Track sales on appropriate tracking sheets

Requirements

• Bachelor’s degree from a four year college or university; or two or more years of related experience and/or training; or the equivalent combination of education and experience is preferred. Work related experience should consist of a background in investment sales and operations with strong customer service skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
• Series 7 and 65 securities license (or equivalent) and life/health insurance licenses preferred.
• Strong computer skills
• Strong understanding of IRA’s
• Proficient math skills
• Strong oral, written and interpersonal communication skills
• Ability to deal with complex problems
• Ability to work with limited supervision while performing duties
• Conflict resolution skills
• Excellent organizational and time management skills; ability to handle high work volume and adapt to changing situations with ease.
• Current driver’s license

Employee Benefits:

In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.

We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.