Financial Advisor

Description

Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients act on your recommendations; and providing personal client service.

Requirements:

• BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP®, CPA)
• FINRA Series 7, 63, and 65 or 66
• Five-plus years of experience building own books of business successfully
• Excellent knowledge of and ability to communicate financial planning concepts and terminology
• Excellent knowledge of and ability to explain products, such as, mutual funds, stocks, bonds, insurance and annuities
• Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
• Demonstrated sales skills
• Strong interpersonal skills and a genuine desire to help others
• The tenacity to nurture long‑term relationships with other professionals like CPA’s, attorneys, etc.
• A commitment to conduct business with honesty and integrity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities