VP Financial Advisor: Client Growth & Strategy

Kearny Bank; Springfield (NJ); On-site; USD 45,000 - 88,000; Full time

Job summary

Kearny Bank in Springfield, NJ is seeking a VP/Financial Advisor to provide sound financial advice, evaluate client needs, and help meet sales goals. You will collaborate with branches, stay compliant with regulations, and build a broad network for referrals across the bank and outside partners.

Ideal candidates have 5+ years in banking, hold FINRA licenses, and possess strong investment planning knowledge with the ability to cross-sell and educate staff.

Qualifications

• Minimum 5 years' experience in banking or a financial institution required.
• Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License.
• Ability to meet/exceed client experience needs, identify client/project needs.
• Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services.
• Ability to model Relationship Building Techniques and effectively cross-sell.
• Ability to resolve client questions and/or complaints.
• Ability to resolve conflict.
• Excellent communicator and relationship builder.

Responsibilities

• Takes active role in sales activities, including platform sales staff in assigned branches, assisting team members as needed.
• Coordinate's maintenance of various OSJ and other compliance files, including advertising, complaint, client files and correspondence; coordinates and responds to regulatory audits as necessary.
• Maintains network of outside and internal referral sources, including attorneys, accountants, real estate brokers and other business professionals; ensures strong business relationships and current information on investment planning products and services.
• Ensures regular and timely communication of important client, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other contacts.
• Maintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of client needs and investment planning solutions; ensures sales staff is informed of latest information.
• Develops plan to achieve sales goals, using in-depth knowledge of what is required to meet goals, in terms of actions and time management.
• Provides referral and product training to non-licensed Company employees as needed.

Skills

Sales

Investment planning

Customer relationships

Regulatory compliance

Cross-selling

Microsoft Office

Education

FINRA Series 7, 63, 66 or 65 license

State Insurance License

Job description

Kearny Bank in Springfield, NJ is seeking a VP/Financial Advisor to provide sound financial advice, evaluate client needs, and help meet sales goals. You will collaborate with branches, stay compliant with regulations, and build a broad network for referrals across the bank and outside partners.

Ideal candidates have 5+ years in banking, hold FINRA licenses, and possess strong investment planning knowledge with the ability to cross-sell and educate staff.