Senior Financial Advisor

Senior Financial Advisor

Muscatine, Iowa

If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Muscatine. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth.

Highlights:

• Run your practice like an independent and own your book
• Step into an existing book of business and referral network
• Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves

What you’ll do:

• Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies
• Determine specific customer needs and ensure that proper market transactions are executed

Responsibilities:

• Keep informed of personal investment product market trends, issues, and customer needs
• Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.
• Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers.
• Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations.
• Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions.
• Has a strong commitment and dedication to internal and external customer service

What you’ll need:

• A bachelor’s degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry.
• Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required.

We offer competitive compensation and an excellent benefits package. If you want to be part of a dynamic and growing banking organization, we would like to hear from you