Financial Advisor - Beavercreek, OH

COMPANY OVERVIEW:

With over 150 years as a community-focused, this publicly traded bank and its subsidiaries build lasting prosperity through relationships and solutions that empower customers for success in their financial journeys. Customers across an eight-state footprint choose this bank for a comprehensive range and personalized delivery of retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. They leverage large bank capabilities and local focus to help make every community they serve a better place for people and businesses to thrive.

POSITION OVERVIEW:

The Financial Advisor represents the bank in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of Wealth Management.


The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.


PREFERRED PROFILE:

• Bachelor's Degree preferred.
• State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
• Knowledge of core investment products including fixed and variable annuities and mutual funds.
• Must have fundamental understanding of Bank services and operations.
• Market (investment) knowledge.
• Experience in investment sales or related fields.
• Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prospect clients to establish business relationships.
• Profile clients and recommend suitable investment and insurance solutions.
• Provide a great client experience to all clients and prospects.
• Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
• Participate in seminars, branch training and community events.
• Support retail and other divisions in cross referring clients for bank offered services.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

• Willingness to provide a level of service which will clearly differentiate us from our competitors.
• Must possess proven sales skills, be proactive and generate opportunities.
• Ability to perform general clerical duties and operate various departmental equipment.
• Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
• Ability to learn various software systems to accomplish work responsibilities.
• Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
• Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
• Ability to analyze, comprehend and act in accordance with various regulatory entities.
• Ability to interact professionally with Bank business partners and customers.
• Must possess strong organizational and planning skills.
• Ability to maintain confidentiality.
• Must be self-motivated.
• Ability to handle travel to assigned offices.

LOCATION: Beavercreek, OH


Job ID# 3580078


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