Wealth Advisor & Investment Planner

RXinsider LTD.; Ankeny (IA); On-site; USD 65,000 - 100,000; Full time

Job summary

Lincoln Savings Bank seeks a financial advisor to assist clients in investment planning and asset management. You will meet with clients to understand their goals, document plans, and provide written references for future use.

Grow market share by developing a book of business and pro-actively identifying opportunities, while discussing risks and strategies to help clients reach financial goals. Travel may be required.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field
• Certified Financial Planner (CFP), 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 obtain within first 90 days
• Life & Health Insurance license or ability to obtain within first 90 days

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.
• 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

Written & verbal communication

Listening and advice

Teamwork

Valid driver's license

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Tools

Series 7

Series 63

Series 65/66

Life & Health Insurance license

Job description

Lincoln Savings Bank seeks a financial advisor to assist clients in investment planning and asset management. You will meet with clients to understand their goals, document plans, and provide written references for future use.

Grow market share by developing a book of business and pro-actively identifying opportunities, while discussing risks and strategies to help clients reach financial goals. Travel may be required.