Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged.
Essential Functions
Consult and advise clients and prospective clients on investments and financial planning issues using their experience and knowledge base while applying discretion and judgement as appropriate to the specific situation.
Provide strategic advice across a variety of financial products and services (estate planning, tax planning, cash management, retirement planning, insurance coverage, investments)
Assess clients’ overall financial picture, understand their needs and develop a solid financial plan.
Guide clients towards a profitable and secure financial future
Cultivate and build trusted relationships.
Outside sales, generate new leads, network and find new client opportunities.
Keep abreast of new industry trends, tax law changes and market research to optimize financial consulting.
Oversee the course of the financial plan and update it, when necessary
Comply with all industry rules and regulations.
Develop relationships with attorneys, CPA’s and other professionals.
Competencies
Sales skills
Organizational skills
Effective communication
Knowledge of industry trends, products and technology
Initiative
Team player in all bank functions outside of office duties
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.
Physical Demands
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Position Type/Expected Hours of Work
This is a full-time exempt position, not eligible for overtime. Minimal hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Evening and weekend work will be required as job duties demand.
Travel
Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.
Required Education and Experience
3-5 years of financial advisor experience
BS degree in Finance or related field
Current securities and insurance licenses or must be able to pass the necessary exams within 3-6 months of hire date (Series 7, 66; Illinois Life & Health)
Clean regulatory and compliance record
Proven experience as a financial advisor
Track record of successful financial guidance
Ability to analyze market data and to provide appropriate data-based advice.
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply.
AAP/EEO Statement
Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
