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