Financial Advisor

HICKORY POINT BANK & TRUST•Decatur, IL

34d•$48,000 - $58,000

About The Position

The financial advisor will manage client relationships, objectives, time horizon, and risk tolerance. Organizes preparation of his/her client(s) preliminary research and monitoring performance to insure all suitability requirements are maintained. As a financial advisor, a significant portion of job function will involve new business development for the Investment Center.

Requirements

Knowledge of: Basic principles and methods for showing, promoting and selling products and services
Skills in: Preparing and delivering clear, effective, and professional presentations
Strong communication and interpersonal skills to build relationships with clients
Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques
Ability to: Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection
Accept criticism and deal calming and effectively in high stress situations
Effectively communicate portfolio losses while preserving client loyalty
Provide high level of client service with a strong focus remaining on what’s best for their personal wealth management
Network in the community and effectively market him or herself
Must be proficient with Microsoft product packages
Must be able to drive to client meetings
The qualified candidate will have a four-year college degree preferred, or 3-5 years of equivalent experience and a minimum 4 years working experience, including sales (preferably intangible) or business experience
Series 7 and 66 required
Life, Health and Variable Annuity or ability to obtain within 6 months of employment

Responsibilities

Business development-generate client pipeline by prospecting and networking, community involvement, creating centers of influence and developing niches
Manage full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizon, risk profile and preferences
Develops a book of business consistent with goals for assets under management and required production
Conduct all duties in compliance with applicable laws, regulations, policies and procedures
Business development-generate client pipeline by prospecting and networking, community involvement, creating centers of influence and developing niches
Manage full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizon, risk profile and preferences
Develops a book of business consistent with goals for assets under management and required production
Conduct all duties in compliance with applicable laws, regulations, policies and procedures