Financial Advisor
$75k - $100kAmerican Federal Bank
Financial Advisor
Start a challenging and rewarding career with American Federal, a financially strong, employee-owned community bank offering top-tier benefits, paid time off, an exciting work environment, and more!
POSITION OVERVIEW
Responsible for developing, managing and growing a profitable business practice. Acts as financial advisor and consultant to individuals and small business, developing comprehensive financial planning solutions and delivering specialized expertise in investments, while exercising discretion and independent judgment, free from direct supervision. Work independently to build own portfolio, targeting high Value-Added prospects often with need for complex, sophisticated and customized investment solutions. Competent in all areas of financial and retirement concepts and planning, including investment products, services and delivery systems, operational procedures. Willing and able to engage outside the bank at the client's place of business or home.
ESSENTIAL ROLES & RESPONSIBILITIES
- Provide expert advice in investments by developing the best solutions to help clients reach their goals
- Provide solutions for a comprehensive investment offering, including financial and retirement education, asset protection, and estate planning
- Using the American Federal Preferred Way of Selling, develop strategies, execute activities and measure results through the Sales Pipeline, Sales Management and Client Management Systems
- Build, grow and manage a profitable portfolio and service client relationships to achieve top performing Personal Profit Statement results
- Develop trust and build loyal, long-term, personal relationships with clients
ESSENTIAL SKILLS & QUALIFICATIONS
- Experience building profitable relationships with high-net-worth clients
- College degree in Business, Banking, Finance or a related field
- Three to five or more years in the securities industry
- Investment Advisor Representative registration in the Financial Advisor's state of practice
- State Life and Health Insurance licensing in the Financial Advisor's state of practice
- Ability to obtain appointment from LPL
COMPENSATION
- Compensation varies depending on experience, education, portfolio size, and other factors
- This is a commissioned position with expected annual earnings of $75,000 - $100,000+
Vacancy posted 1 day ago
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