Financial Services Professional
3 weeks ago
IncredibleBank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.
Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, we help clients reach their financial goals.
This position reports to our VP, Finance and Investment Officer and allows for growth and advancement opportunities.
Key Responsibilities- Develop an ongoing financial planning relationship with clients, understanding their financial needs and offering solutions.
- Partner with team members and key stakeholders to provide exceptional client experiences.
- Seek opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures.
- Maintain constructive and positive working relationships with clients, referral sources, and business partners.
You are a driven professional with a passion for delivering exceptional client experiences.
You possess a degree in Business, Finance or a related field, and have previous financial sales experience or exposure.
Certifications such as CFP and CRPC are preferred, as well as registration requirements including Series 7, Series 63/66, and Series 65/66.
About Our Benefits and CompensationWe offer top-tier benefits and competitive compensation, including over 30 days off per calendar year and a total rewards package.
Eligible employees receive 18 days of PTO, plus an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.
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