Financial Advisor - Ankeny, IA

Lincoln Savings Bank; Ankeny (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

Lincoln Savings Bank in Ankeny, Iowa, is looking for a financial advisor to assist clients with investment strategies and asset management. In this role, you will meet with clients, develop personal relationships, and recommend strategies to achieve their financial goals.

The ideal candidate will hold a Bachelor's degree in a related field and possess strong communication skills. This position offers opportunities for client interaction and requires a valid driver's license for potential travel.

Qualifications

• Bachelor's degree in Accounting, Finance or related field required.
• Certified Financial Planner, ChFC or CFA preferred.
• Ability to listen and offer advice.

Responsibilities

• Aid customers in financial investment and asset management.
• Meet with clients to understand their investment plans.
• Grow market share by developing a book of business.

Skills

Customer service skills

Communication skills

Advisory skills

Education

Bachelor’s degree in Accounting, Finance, Business Administration

Tools

Series 7 license

Series 63 license

Series 65/66 license

Job description

Job Duties and Responsibilities

• Aid customers in financial investment and asset management.
• Handle insurance related issues of the clients to assist them in making comprehensive plans for 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, expanding current relationships and prospecting new potential clients.
• Discuss potential opportunities and risks related to a particular investment with clients.
• Recommend 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 that 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; a valid driver’s license for all business travel is required.

Necessary Skills and Attributes

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Certified Financial Planner, 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 obtain them within the first 90 days.
• Life & Health Insurance license or ability to obtain it within the first 90 days.

Equal Opportunity Employer, including Veterans and Individuals with Disabilities.