SR Financial Advisor

Job Description

Job Description

About Marquette Bank

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!

Come be a part of something bigger at Marquette Bank.

Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

Pay Range: $ 15.00 - $16.00

The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant’s qualification, experience, education and skills.

Position Summary:

Sr. Financial Advisor provides clients with advice on financial matters, making recommendations on ways to best utilize their money. This involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing sales.

Essential Duties and Responsibilities:

• Contacting clients and setting up meetings, either within an office environment or in client’s homes or business premises.
• Conducting in-depth reviews of client’s financial circumstances, current provision and future aims.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Completing risk analyses
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Researching information from various sources, including providers of financial products
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets
• Negotiating with product suppliers for the best possible rates
• Liaising with head office and financial services providers
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
• Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations; adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.

Knowledge/Abilities/Experience and Training Required:

• College Degree in business or related field required
• Minimum (5) years industry experience
• Working knowledge of investment products, terms and procedures
• Illinois Insurance License
• Series 7, 63, 65 or 66 License
• Demonstrated and maintain high level of sales success
• Must possess excellent interpersonal, listening, telephone, written and communication skills
• Must possess a working knowledge of a personal computer, software applications and spreadsheets
• Must have exceptional time management skills
• Demonstrated ability to handle difficult and sensitive business situations.
• Solid analytical, technical, creative and problem-solving abilities
• Must remain current in product knowledge, bank promotions and system operations
• Ability to organize, coordinate, and direct projects

Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Employee is regularly required to remain in a stationary position for extended periods of time.
• Employee may need to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Employee may need to constantly position themselves in the office in order to reach upper and lower drawers.
• Employee in this position frequently communicate with staff and clients and must be able to exchange accurate information in these situations.
• Employee may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Employee specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment/Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

We Care About You. Marquette Bank’s total rewards package , for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE FunRewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards

Equal Opportunity Employer