INB, N.A.-posted 3 months ago
Full-time • Mid Level
Bloomington, IL
101-250 employees

At INB, a career is more than just a job — it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace — you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day — for our customers and for each other. INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all. At INB Wealth, we respect the unique differences of our employees, our clients, and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at INB!

  • Work with existing clients to deepen relationships.
  • Business development through client referrals, marketing events, and proactive calls to prospects.
  • Utilize systems and tracking to maximize client retention.
  • Provide sales support and marketing.
  • Use software designed for customized client-focused solutions.
  • Provide ongoing advice to clients primarily during face-to-face meetings.
  • Help clients manage larger and more complex portfolios.
  • Active FINRA Series 7 and 66.
  • At least three years of demonstrated success in proactive sales within the financial services industry.
  • A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning.
  • Commitment to building trusted relationships and providing personalized guidance.
  • Undergraduate degree or the equivalent; BA/BS college degree preferred.
  • Savvy industry knowledge and comprehensive client solution experience.
  • Superior relationship and client retention experience.
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 20% commission and bonus opportunity
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