Wealth Advisor: Client Investment Solutions & Growth

CBI Bank & Trust; Galesburg (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

401(k) plan

Employee Assistance Program

Training opportunities

Job summary

CBI Bank & Trust seeks a dedicated Investment Sales Specialist to lead personal investment product sales, including mutual funds, insurance, and annuities, to meet customer needs while generating fee income. You will advise customers, assess needs, stay current on market trends, maintain licensing, and collaborate with personal bankers to cross-sell products.

The role requires a bachelor's degree, three years of related experience, and securities licenses (Series 7 and 65).

Qualifications

• Bachelor's degree and three years of related experience in personal investment sales.

Responsibilities

• Provide advice to customers on personal investment product purchases and inform them of market trends.
• Determine customer needs and ensure appropriate market transactions are executed.
• Maintain a high level of profitable sales and keep informed of market trends and customer needs.
• Maintain up-to-date familiarity with personal investment products portfolio to ensure marketing potential.
• Develop and maintain contacts for sale of personal investment products through customer call programs.
• Comply with FINRA, federal regulators and state regulators; maintain up-to-date regulatory knowledge.
• Cross-sell bank products and build relationships with personal bankers.
• Maintain appropriate licensing.
• Uphold the organization's vision, mission, and values; commit to customer service.

Job description

CBI Bank & Trust seeks a dedicated Investment Sales Specialist to lead personal investment product sales, including mutual funds, insurance, and annuities, to meet customer needs while generating fee income. You will advise customers, assess needs, stay current on market trends, maintain licensing, and collaborate with personal bankers to cross-sell products.

The role requires a bachelor's degree, three years of related experience, and securities licenses (Series 7 and 65).