Financial Advisor

Capitol Federal® Savings Bank; Overland Park (KS); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Retirement and savings plans

Flexible Spending Accounts

Paid time off and holidays

Employee Assistance Program

Health, Dental, Life and Disability

Job summary

Capitol Federal Savings Bank seeks an experienced investment professional to manage a portfolio and build investment relationships. You will promote relationship banking through deposits and related services, applying advanced investment knowledge.

Responsibilities include advising on retirement planning, tax strategy, portfolio analysis, and collaboration across bank departments. Requires Series 7/66 and KS insurance licenses, plus 3–5 years of related experience.

Qualifications

• Requires a college degree and a professional certificate or post graduate degree.
• Requires Series 7 and 66 (or 63 and 65), MSRB Series 52, and state of Kansas life insurance licenses.
• Three to five years of similar or related experience, with proven ability to sell and negotiate financial products.

Responsibilities

• Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers to meet their needs.
• Counsels customers on investment topics including retirement planning and tax planning.
• Maintains and services current customer accounts and provides investment advice.

Skills

Sales & negotiation

Customer focus

Communication

Problem solving

Attention to detail

Unconditional ethics

Education

Bachelor's degree

Professional certificate or post graduate degree

Tools

Series 7/66 licenses

MSRB Series 52

KS life insurance licenses

Job description

At Capitol Federal Savings Bank, we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.

Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.

Position Summary

This position is responsible for managing an individual portfolio through the development and servicing of investment relationships. Promotes the relationship banking concept through deposit accounts and other banking services to prospective and existing customers. Applies advanced knowledge of investment principles and technologies to work performed.

Key Responsibilities

The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.

• Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs or purchases securities when customer objectives change or need arises.
• Counsels with customers on investment related topics including retirement planning, tax planning, income management, suitability and investment objectives.
• Maintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank.
• Performs investment related research on products, the market and the economy.
• Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers. Monitors production activity and ensures individual sales goals are met.
• Perform other duties as assigned.
• Participate in proactive team efforts to achieve departmental and company goals.
• Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures.
• Report all unsafe activities to supervisor and/or Human Resources.

Experience

• Three to five years of similar or related experience, including preparatory experience.
• Has a demonstrated ability to sell and negotiate financial products.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Required Qualifications

• A college degree and a professional certificate or a post graduate degree.
• Valid driver’s license.
• Has a current Series 7 and 66 (or Series 63 and 65), a current MSRB Series 52 and State of Kansas life insurance licenses.

Core Competencies

Successful candidates typically demonstrate the following competencies:

• Customer Focus
• Communication Skills
• Integrity and Professionalism
• Problem Solving
• Attention to Detail
• Unconditional Ethics

Why Join Capitol Federal?

Capitol Federal offers employees a supportive workplace and opportunities for career growth.

Benefits may include:

• Competitive compensation
• Retirement and savings plans
• Flexible Spending Accounts
• Paid time off and holidays
• Employee Assistance Program
• Health, Dental, Life and Disability coverage