Associate Wealth Advisor

CBI Bank & Trust; Galesburg (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off

401(k) retirement plan

Employee Assistance Program (EAP)

Medical, dental, vision, and more

ongoing training and development

incentive program

Job summary

CBI Bank & Trust is seeking an Associate Wealth Advisor to assist the Investment Team in delivering high-quality customer service to an existing client base. Responsibilities include fielding calls, placing trades, handling client paperwork, and conducting routine client reviews.

The role supports investment referrals, client events, and retention efforts while adhering to company and industry guidelines; a bachelor’s degree and relevant licenses are preferred.

Qualifications

• Bachelor’s degree or 2+ years in investment sales/operations with strong customer service.
• Series 7 and 65 securities licenses (or equivalent) and life/health licenses preferred.
• Strong computer and math skills; excellent written and spoken communication.

Responsibilities

• Field all incoming/outgoing client inquiries and provide high-quality service to the client base.
• Place trades as directed and conduct routine client reviews.
• Schedule appointments and manage own calendar; proactively communicate with clients.

Skills

Customer service

Communication

Math skills

Computer skills

Sales experience

Education

Bachelor’s degree

Series 7/65 licenses

Life/Health licenses

Tools

Microsoft Office

CRM systems

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.

• 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
• 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

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

• rewarding incentive program
• comprehensive benefits package
• Paid Time Off (PTO)
• 401(k)-retirement savings plan
• Employee Assistance Program (EAP)
• ongoing training and development opportunities
• 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.