Investment Advisor Representative

Illinois National Bank; Peoria (IL); On-site; USD 64,800 - 79,200; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Job summary

A reputable community bank in Peoria, Illinois is seeking an Investment Advisor Representative. This role involves deepening client relationships and developing new business through proactive engagement. With a base salary of $72,000 plus commission and bonuses, the position offers a chance to make a meaningful impact in the community while enjoying comprehensive benefits. Strong financial planning expertise and relationship management skills are essential.

Qualifications

• Three years of success in proactive sales focused on client solutions.
• At least five years as a licensed advisor or ten years of industry experience in portfolio management.

Responsibilities

• Work with existing clients to deepen relationships.
• Responsible for business development through referrals and proactive calls.
• Provide ongoing advice during face-to-face meetings.

Skills

Active FINRA Series 7

Active FINRA Series 66

Superior relationship management

Effective communication skills

Education

Undergraduate degree or equivalent

Job description

Overview

Please Note: This is an in-office position that is located in Peoria, Illinois.

About Us:

At INB, a career is more than just a job; it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace; you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day for our customers and for each other.

Summary

INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all. At INB Wealth, we respect the unique differences of our employees, our clients, and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at INB!

Responsibilities

Essential Duties and Responsibilities include the following. Other duties may be assigned.

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client referrals, marketing events, and proactive calls to prospects. At INB Wealth, you will have the tools, resources, and support to succeed in a sales environment. Specifically:

• Systems and tracking to maximize client retention
• Sales support and marketing
• Software designed for customized client-focused solutions

We are looking for people with a passion for helping clients. You will provide ongoing advice to clients, which will be delivered primarily during face-to-face meetings. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but also long-term relationships.

INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales.

We value integrity, open communication, perseverance, and relentless service to our clients. If you want to work with a firm that is dynamic, client-centric, and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Active FINRA Series 7 and 66

Savvy industry knowledge/Comprehensive client solution experience

Superior relationship and client retention experience, and success

Polished interpersonal and communication skills

This is a summary only, and duties and responsibilities may be changed from time to time, or over time.

Qualifications

• At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry.
• A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning.
• Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals.

Education and/or Experience

Undergraduate degree or the equivalent; or a BA/BS college degree preferred.

Salary: $72,000 base salary +20% commission and bonus opportunity

Benefits

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered.

Note: Know Your Rights: Workplace discrimination is illegal

Additional Information

The statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

ADA Disclaimer: In developing this job description, care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law.