Financial Services Representative
4 weeks ago
IncredibleBank is seeking a highly motivated and experienced Financial Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
- Provide expert advice on investment strategies, retirement planning, and wealth management.
- Build and maintain strong relationships with clients, referral sources, and internal stakeholders.
- Stay up-to-date on industry trends and best practices to deliver exceptional service and advice.
Requirements:
- 3+ years of experience in financial services, with a focus on wealth management or investment advice.
- Series 7, Series 63/66, and Series 65/66 registrations.
- Certifications such as CFP or CRPC are a plus.
- Strong communication and interpersonal skills, with the ability to build trust with clients and colleagues.
About IncredibleBank:
IncredibleBank is a leading online community bank that values innovation, customer service, and community involvement. We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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