Job Description
Job Description
PURPOSE OF THE JOB
HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships.
The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and objectives.
MAIN DUTIES OF THE JOB
Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a customer profile and define appropriate investment strategies.
Use financial planning as a tool in uncovering customer needs.
- Engage in business development strategies through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling, and other prospecting methods.
- Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare all required reports.
- Maintain client relationships including but not limited to planning, education, coaching and implementing solutions as needed.
- Maintain all information related to customer accounts and affairs of the financial institution in strict confidence.
- Attend educational classes and participate in required continuing educational courses available through our broker-dealer or other appropriate channels.
- Keep up-to-date regarding changes in services, products, and policies of the bank’s broker-dealer.
- Refer customers to the financial institution when other products and services of the financial institution may be appropriate.
WHAT YOU WILL NEED TO SUCCEED
- A Bachelor’s degree from a four-year College or University; or equivalent experience required.
- 3+ years industry experience and direct sales experience required. Previous securities sales experience in a banking environment is a strong plus.
- Series 7 and appropriate state insurance and investment licenses.
- Ability to excel as a member of a wealth management team.
- Ability to build relationships with customers and branch personnel.
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
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