Trust Bank Financial Advisor

The Career

COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are in business for themselves but not by themselves and:

• Diversify their income through multiple product lines beyond financial services.
• Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
• Educate clients and prospects about our products and services.
• Collaborate with COUNTRY Financial® Insurance Agents to secure business.
• Establish an office and build a staff.
• Conduct financial solution seminars.
• Have the flexibility to manage their schedules to balance their careers and personal interests.

Our Financial Advisors have uncapped
earning potential without a required buy-in and:

• Opportunities to earn performance-based global trips and financial rewards.
• Access to continued learning and marketing resources.
• Corporate office support.
• Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.

Successful COUNTRY Trust Bank® Financial Advisors are:

• Entrepreneurial and self-motivated.
• Goal-driven with track records of business growth in the insurance and or financial services industry.
• Strong communicators with excellent business acumen.
• Committed to building and maintaining solid connections between their efforts and their rewards.
• Focused on achieving professional success through securing clients’ trust.
• Passionate about making positive impacts in their communities.

• Series 6/63 licenses
• Passed SIE
• Life/Health State Insurance License*

• Accredited Asset Management Specialist (AAMS)
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP)
• Chartered Financial Consultant (ChFC)

• Bachelor’s Degree
• 2+ years of Financial Advisor experience
• 5+ years of business ownership or managerial experience