Financial Advisor

Hickory Point Bank; Decatur (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Job summary

A financial services firm is seeking a Financial Advisor to manage client relationships and develop new business. Responsibilities include generating a client pipeline through networking, recommending suitable investment solutions, and achieving asset management goals. Ideal candidates have a four-year degree or equivalent experience, licenses in Series 7 and 66, and excellent communication skills. This position offers a robust benefits package and is located in Decatur, Illinois.

Qualifications

• 4+ years working experience in sales (preferably intangible) or business.
• Must obtain Series 7 and 66 licenses.
• Life, Health and Variable Annuity license or ability to obtain within 6 months.

Responsibilities

• Generate client pipeline through networking and community involvement.
• Evaluate client financial needs and identify investment objectives.
• Recommends suitable investment products and solutions.
• Develop a book of business focused on asset management goals.
• Conduct duties in compliance with regulations.

Skills

Strong communication and interpersonal skills

Excellent problem-solving skills

Persistence and optimism

Problem‑solving

Networking

Education

Four-year college degree preferred

3-5 years of equivalent experience

Tools

Microsoft product packages

Job description

Compensation for this position may include incentive compensation. Incentive compensation is in addition to base salary and based upon performance and other factors. Additional information on this role's compensation structure may be provided upon request.

Basic Functions

The financial advisor will manage client relationships, objectives, time horizon, and risk tolerance. Organizes preparation of his/her client(s) preliminary research and monitoring performance to insure all suitability requirements are maintained. As a financial advisor, a significant portion of job function will involve new business development for the Investment Center.

Essential Job Duties

• Business development - generate client pipeline by prospecting and networking, community involvement, creating centers of influence and developing niches
• Manage full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizon, risk profile and preferences
• Develops a book of business consistent with goals for assets under management and required production
• Conduct all duties in compliance with applicable laws, regulations, policies and procedures

Knowledge, Skills and Abilities

• Basic principles and methods for showing, promoting and selling products and services

Skills In

• Preparing and delivering clear, effective, and professional presentations
• Strong communication and interpersonal skills to build relationships with clients
• Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques

Ability To

• Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection
• Accept criticism and deal calming and effectively in high stress situations
• Effectively communicate portfolio losses while preserving client loyalty
• Provide high level of client service with a strong focus remaining on what’s best for their personal wealth management
• Network in the community and effectively market him or herself
• Must be proficient with Microsoft product packages
• Must be able to drive to client meetings

Training And Experience

The qualified candidate will have a four-year college degree preferred, or 3-5 years of equivalent experience and a minimum 4 years working experience, including sales (preferably intangible) or business experience.

Position Requirements

• Series 7 and 66 required
• Life, Health and Variable Annuity or ability to obtain within 6 months of employment

Equal Opportunities Statement

Hickory Point Bank & Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Salary Disclaimer

The salary range provided represents the anticipated starting pay for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.

Benefit Package

This position is eligible for a robust benefit package. Available benefits include Health Insurance, Dental Insurance, Vision Insurance, Group Term Life Insurance, Short Term Disability, Long Term Disability, Flexible Spending Account, Health Reimbursement Account, Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.