Financial Advisor - Ankeny, IA

Job Duties and Responsibilities

• Aid customers in financial investment and asset management.
• Handle insurance related issues of the clients to assist them in making comprehensive plans for future investments.
• Meet with clients to understand their future investment plans and document them.
• Develop personal relationships with clients.
• Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, expanding current relationships and prospecting new potential clients.
• Discuss potential opportunities and risks related to a particular investment with clients.
• Recommend strategies that the clients can use in achieving their financial goals and objectives.
• Regularly review the plans of the clients to track changes in their financial status or economic changes that indicate the necessity of making a change in the plan.
• Answer all investment related plans of the clients verbally and provide them with written documents for future reference.
• This role may require company travel; a valid driver’s license for all business travel is required.

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Certified Financial Planner, Chartered Financial Consultant (ChFC) or Chartered Financial Analyst (CFA) preferred.
• Strong customer service and communication (written and verbal) skills.
• Ability to listen, understand, and give advice.
• Ability to work individually and with a team.
• Series 7, 63, 65/66 or ability to obtain them within the first 90 days.
• Life & Health Insurance license or ability to obtain it within the first 90 days.

Equal Opportunity Employer, including Veterans and Individuals with Disabilities.