Financial Advisor
Stock Yards Bank & Trust•Louisville, KY
60d
About The Position
Provide financial advice to clients to help them meet their financial goals according to their time frame, risk tolerance, and objectives.
Requirements
- BA/BS Required
- 2 years of Brokerage experience and at least $200,000 in prior 12-month trail in commissions
- Marketing and sales experience
- Natural interpersonal and communication skills
- Strong analytical abilities
- Self-confidence, persistence, and initiative
- Entrepreneurial perspective
- Series 7, 66 or 63/65 combo and Insurance License
Responsibilities
- Prospect and locate clients
- Set appointments
- Meet prospects to analyze their unique financial needs
- Prepare financial plans
- Recommend/sell specific, appropriate products
- Network with business partners to create opportunities
- Service current accounts
- Other duties as assigned
Benefits
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
