Financial Advisor

4 weeks ago


Cape Coral, Florida, United States IncredibleBank Full time
About the Role

IncredibleBank is seeking a talented Financial Advisor to join our team. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Develop and maintain ongoing financial planning relationships with clients, understanding their financial needs and goals.
  • Offer personalized investment solutions and wealth management services to clients, leveraging digital capabilities to drive a seamless client experience.
  • Collaborate with internal stakeholders to identify opportunities for growth and expansion of our investment services program.
  • Participate in local community events and business networking opportunities to build relationships and promote IncredibleBank's brand.
Requirements
  • Bachelor's degree in Business, Finance, or related field of study.
  • Previous financial sales experience or exposure preferred.
  • Certifications such as CFP or CRPC are a plus.
  • Registration requirements include Series 7, Series 63/66, and Series 65/66.
About IncredibleBank

IncredibleBank is a $1.9 billion-asset institution with 16 brick-and-mortar locations across the country. We pride ourselves on our commitment to customer service and our innovative approach to banking. As a certified Great Place to Work, we offer a dynamic and supportive work environment that encourages growth and development.

Benefits and Compensation

IncredibleBank offers a comprehensive benefits package, including over 30 days of paid time off per year, competitive compensation, and opportunities for advancement. We are committed to providing our employees with the tools and resources they need to succeed in their roles.


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