Senior Financial Advisor - Quad Cities

Financial AdvisorQuad Cities, IowaIf 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 bookStep into an existing book of business and referral networkSeeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselvesWhat you'll do: Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategiesDetermine specific customer needs and ensure that proper market transactions are executedResponsibilities:Keep informed of personal investment product market trends, issues, and customer needsMaintain 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 ply 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 serviceWhat 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 salesbusiness 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 lifehealth 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!

Created: 2025-02-21