Financial Advisor Assistant

2 weeks ago

Shawano, United States Premier Community Bank Full time
Job DescriptionJob Description

Are you looking to launch your career into the finance industry? Premier Community Bank is seeking an Financial Advisor Assisant to join our team. In this position you will work closely with our Financial Advisors to support their daily activities. If you have a passion for finance, a desire to learn and grow, apply today

Our Investment Department, through LPL Financial, supports the Bank by offering a complete menu of financial services to bank clients. The Investment Department at Premier Community Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This position will offer:

  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • Chance to get to know clients in our local communities
  • Assist the team by entering client data, open accounts, and process applications
  • Prepare for upcoming appointments for Financial Advisors by gathering statements and necessary reports
  • The opportunity to capitalize on the bank's reputation and community standing

This employment opportunity at Premier Community Bank would allow you to join the Investment Department at Premier Community Bank as a Investment Assistant associated with LPL Financial. Under this model Investment Assistants are not employees of LPL Financial.

Our Ideal Candidate:

  • High School diploma or equivalent
  • Three years of administrative experience, financial services experience preferred
  • High level of interpersonal skills
  • Attention to detail, accuracy, and strong organizational skills

What is it like to be Premier?

Join our team of employees who pride themselves on listening to our customer's needs and portraying a willingness to fulfill those needs. Grow in an environment where our employees respect the communities they serve, their customers and their co-workers.

At Premier, our goal is to provide an amazing, quality experience for our customers. We constantly strive to do the right thing. We appreciate and encourage new ideas from each other and our customers to become the bank of choice.

Our employees achieve this level of customer service by exemplifying our core values of:

  • Listening to our customers and co-workers
  • Being trustworthy and loyal
  • Displaying diversity of thought
  • Serving the community
  • Illustrating teamwork

Benefits available:

Our employees are the core of Premier, so we offer a benefits package that makes being part of the team that much sweeter We offer:

  • Competitive compensation program
  • Paid personal time off
  • Paid holidays
  • Health, dental and vision insurance
  • Life and long-term disability insurance
  • 401(k) with match
  • Employee Stock Ownership Plan (ESOP)
  • Bonus program
  • Continuing education reimbursement
  • Flexible spending account plans
  • Voluntary AFLAC insurance policies
  • Employee Assistance Program
  • 529 college savings plan

Apply online: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Premier Community Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Community Bank.

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