Licensed Financial Advisor

Licensed Financial AdvisorCorporate - 1st Floor - McAllen, TX 78504OverviewPosition Type Full TimeDescriptionProspects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships.ESSENTIAL DUTIESThe duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationshipsEngages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch systemProspects outside the financial institution in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activitiesUtilizes effective needs-based relationships building sales strategies and sales performance metricsParticipates in job specific training and other various Bank training programs, as necessaryMaintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policyMaintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operationsMaintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AMLQualificationsQUALIFICATIONSThese specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.A self-starting team player with a four-year Bachelor's degree in Finance or a related discipline from an accredited college or universityFINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licensesAn equivalent amount of experience and education may be substituted in lieu of the degree requirementAll licensing must be kept current and maintained in good standingMust be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervisionSkills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephoneExcellent organizational, interpersonal, communication and customer relation skillsVisual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptionsBilingual skills in English and Spanish are requiredORGANIZATIONThis position reports to the Investment Brokerage ManagerThis position does not oversee other positionsTRAINING REQUIREMENTSAll employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.COMMUNITY INVOLVEMENTLone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.Management reserves the right to change this position description at any time according to business needs.