Wealth Advisor & Investment Planning Specialist

RXinsider LTD.; Waterloo, Northern (IA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

RXinsider LTD. is seeking a qualified financial professional to assist clients with investment and asset management for Lincoln Savings Bank. You will gather client goals, document plans, and deliver written summaries for future reference.

Responsibilities include meeting clients, expanding the client base, and staying compliant with regulatory licenses (Series 7/63/65/66 and life/health insurance within 90 days). Travel may be required.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Licenses: Series 7, 63, 65/66 or ability to obtain within 90 days.
• Life & Health Insurance license or ability to obtain within 90 days.
• Strong customer service and communication skills.

Responsibilities

• Aid customers in financial investment and asset management.
• Handle insurance related issues to assist with future investment plans.
• Meet with clients to understand their future investment plans and document them.
• Develop personal relationships with clients.
• Grow Lincoln Savings Bank market share by expanding relationships and acquiring new clients.
• Discuss opportunities and risks related to investments with clients.
• Recommend strategies to achieve financial goals and objectives.
• Regularly review plans to reflect changes in finances or economy.
• Provide written documents for future reference and client records.
• Possibly travel and maintain a valid driver's license for business travel.

Skills

Customer service

Communication skills

Active listening

Teamwork

Independent work

Education

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

Tools

Series 7/63/65/66 licenses

Life & Health Insurance license

Job description

RXinsider LTD. is seeking a qualified financial professional to assist clients with investment and asset management for Lincoln Savings Bank. You will gather client goals, document plans, and deliver written summaries for future reference.

Responsibilities include meeting clients, expanding the client base, and staying compliant with regulatory licenses (Series 7/63/65/66 and life/health insurance within 90 days). Travel may be required.