Financial Advisor- Waterloo, IA

Lincoln Savings Bank; Ankeny (IA); On-site; USD 50,000 - 70,000; Full time

Job summary

Lincoln Savings Bank in Ankeny, Iowa, is looking for a financial advisor to assist clients with investments and asset management. The ideal candidate will have a Bachelor’s degree in Finance or related fields, strong communication skills, and the ability to develop personal relationships with clients.

Responsibilities include meeting with clients to discuss investment plans, recommending strategies, and reviewing their financial status regularly. A valid driver’s license is required for potential company travel.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Strong customer service, communication and listening skills.
• Ability to work individually and in a team.

Responsibilities

• Aid customers in financial investment and asset management.
• Handle insurance related issues of the clients.
• Meet with clients to understand their future investment plans.

Skills

Customer service skills

Communication skills

Listening skills

Education

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

Certified Financial Planner

Chartered Financial Analyst (CFA)

Life & Health Insurance license

Tools

Series 7

Series 63

Series 65/66

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.