AVP Investment Executive

Independent Bank • Bay City, MI

1d

About The Position

Our Investment Executives are part of a full-service Wealth Management and banking team. Independent Bank locations have 5 billion in retail deposits at the various branch locations with in the state of Michigan. The IB Wealth Management Investment Executives located throughout Independent Bank and are responsible for: Determining and recommending appropriate investment strategies and products based on client needs and goals with an emphasis on being consultative. Explaining and positioning a broad range of investment products to new and existing clients. Ability to work collaboratively and independently. Strong Analytical, financial modeling, and financial planning skills. Referring clients to other business partners and services within Independent Bank. Educating banking staff on IB Wealth products and services. Educating banking staff on “how to make referrals."

Requirements

• Successful candidates will bring 5+ years of successful investment experience including product knowledge and strong interpersonal skills.
• Requires the ability to relate to clients and colleagues.
• Series 7 and 66 securities license as well as a life insurance license and variable contracts.
• Strong communication skills with a desire to excel in the financial services industry.

Nice To Haves

• Familiarity with advisory/qualified retirement plans a plus.
• Ability to work with MoneyGuidePro, Ycharts, and other related financial tools desired.

Responsibilities

• Service our new and existing clients in our local branch offices.
• Investment Executives will be expected to fully provide clients appropriate recommendations for investment and insurance needs using tools made available by the broker dealer (Cetera Investments, LLC).
• Once recommendations are made, the Investment Executives are expected to manage the client relationships as they monitor client goals, needs and progress.

Benefits

• Competitive compensation package.
• Accommodating and flexible working arrangements.
• A knowledgeable, goal-driven, and exciting team of colleagues.
• Exposure to different areas of banking and the ability to work with leaders within the industry.
• Community-focused events and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees