Client-First Financial Advisor & Investment Planner

RXinsider LTD.; Ankeny, Northern (IA, KY); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Lincoln Savings Bank (LSB) is seeking a Financial Advisor to aid clients in investment and asset management and to meet with clients to understand their future plans. You will document plans and develop personal client relationships.

The role emphasizes growing LSB's market share by expanding relationships, pro-actively prospecting, and discussing opportunities and risks with clients. Travel may be required with a valid driver's license.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or Chartered Financial Analyst (CFA) preferred.
• Strong customer service and communication (written and verbal) skills.
• Ability to listen, understand and give advice.
• Ability to work individually and with a team.
• Series 7, 63, 65/66 or ability to get them within first 90 days.
• Life & Health Insurance license or ability to get it within first 90 days.

Responsibilities

• Aid customers in financial investment and asset management.
• Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.
• Meet with clients to understand their future investment plans and document them.
• Develop personal relationships with clients.
• Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.
• Discuss potential opportunities and risks related to a particular investment with clients.
• Recommends strategies that the clients can use in achieving their financial goals and objectives.
• Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.
• Answer all investment related plans of the clients verbally and provide them with written documents for future reference.
• This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.

Skills

Customer service

Communication skills

Active listening

Teamwork

Series 7/63/65/66

Life & Health Insurance license

Financial planning

Education

Bachelor’s degree in Accounting, Finance, Business Administration or related field

Job description

Lincoln Savings Bank (LSB) is seeking a Financial Advisor to aid clients in investment and asset management and to meet with clients to understand their future plans. You will document plans and develop personal client relationships.

The role emphasizes growing LSB's market share by expanding relationships, pro-actively prospecting, and discussing opportunities and risks with clients. Travel may be required with a valid driver's license.