Wealth Advisor & Client Growth Strategist

RXinsider LTD.; Ankeny (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

RXinsider LTD. in Ankeny, IA seeks a financial advisor to aid customers in investment and asset management, discuss opportunities, and document plans. You will meet with clients to understand their goals and develop personal relationships to grow the bank's book.

A Bachelor's degree is required; professional credentials (CFP/ChFC/CFA) preferred; licenses such as Series 7/63/65/66 or ability to obtain within 90 days; valid driver's license for travel.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration or related field.
• 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.
• Strong customer service and communication (written and verbal) skills.
• Ability to listen, understand and give advice.
• Ability to work individually and with a team.

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.

Skills

Customer service

Communication

Active listening

Teamwork

Education

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

Job description

RXinsider LTD. in Ankeny, IA seeks a financial advisor to aid customers in investment and asset management, discuss opportunities, and document plans. You will meet with clients to understand their goals and develop personal relationships to grow the bank's book.

A Bachelor's degree is required; professional credentials (CFP/ChFC/CFA) preferred; licenses such as Series 7/63/65/66 or ability to obtain within 90 days; valid driver's license for travel.