Financial Advisor- Waterloo, IA

RXinsider LTD.; Waterloo, Northern (IA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

RXinsider LTD. is seeking a qualified financial professional to assist clients with investment and asset management for Lincoln Savings Bank. You will gather client goals, document plans, and deliver written summaries for future reference.

Responsibilities include meeting clients, expanding the client base, and staying compliant with regulatory licenses (Series 7/63/65/66 and life/health insurance within 90 days). Travel may be required.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Licenses: Series 7, 63, 65/66 or ability to obtain within 90 days.
• Life & Health Insurance license or ability to obtain within 90 days.
• Strong customer service and communication skills.

Responsibilities

• Aid customers in financial investment and asset management.
• Handle insurance related issues to assist with future investment plans.
• Meet with clients to understand their future investment plans and document them.
• Develop personal relationships with clients.
• Grow Lincoln Savings Bank market share by expanding relationships and acquiring new clients.
• Discuss opportunities and risks related to investments with clients.
• Recommend strategies to achieve financial goals and objectives.
• Regularly review plans to reflect changes in finances or economy.
• Provide written documents for future reference and client records.
• Possibly travel and maintain a valid driver's license for business travel.

Skills

Customer service

Communication skills

Active listening

Teamwork

Independent work

Education

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

Tools

Series 7/63/65/66 licenses

Life & Health Insurance license

Job description

Job Duties and 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.

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 get them within first 90 days
• Life & Health Insurance license or ability to get it within first 90 days

Equal Opportunity Employer, including Veterans and Individuals with Disabilities.