Strategic Financial Solutions Specialist
2 weeks ago
Job Overview
As a Strategic Financial Solutions Specialist at Bank of Clarke, you will play a crucial role in providing expert financial planning and advice to our clients. This position requires a high level of expertise in various financial planning products and services, as well as excellent communication and relationship-building skills.
About the Role
This is a key opportunity for a motivated and experienced professional to join our team and contribute to the success of our clients. You will be responsible for determining specific customer financial and investment needs, providing personalized advice on investment product purchases, and maintaining a high level of profitable sales that meet or exceed goals.
Key Responsibilities
- Determine specific customer financial and investment needs
- Provide advice to customers on personal investment product purchases
- Maintain a high level of profitable sales that meet or exceed goals
- Keep all required licenses in good standing
- Maintain expertise with current investment product portfolio
- Implement various business development efforts, including networking within the bank and the community
- Stay informed of industry product trends and issues
- Engage in proactive learning to stay apprised of tax and investment updates
- Act as a resource to other licensed Investment Associates and Wealth Management professionals
Requirements
To succeed in this role, you must have:
- A college degree or equivalent experience
- 1-5 years relevant experience in the financial services industry
- Certification/License: Series 7, 66, and life insurance licenses are required; additional licensure is encouraged
- Excellent presentation and communication skills
- Ability to foster and cultivate relationships with prospective and existing customers
- Ability to work effectively in a team environment
Benefits
At Bank of Clarke, we offer a competitive salary of $85,000 - $110,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including medical, life, dental, and vision insurance, as well as generous paid time off. We value integrity, commitment, and diversity, and are dedicated to supporting local philanthropic initiatives and organizations.
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