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INB, National Association · 4 months ago

Investment Advisor Representative

INB Missouri Office (new)

Full-time

Onsite

Mid, Senior Level

5+ years exp

INB, National Association is a community-focused bank dedicated to helping individuals and businesses achieve their financial goals. As an Investment Advisor Representative, you will deepen relationships with existing clients and drive business development through referrals and proactive outreach, utilizing tools and resources for success in a sales environment.

Banking

Responsibilities

Work with existing clients to deepen relationships

Responsible for business development through client referrals, marketing events, and proactive calls to prospects

Utilize systems and tracking to maximize client retention

Provide sales support and marketing

Use software designed for customized client-focused solutions

Deliver ongoing advice to clients primarily during face-to-face meetings

Help clients manage larger and more complex portfolios

Qualification

FINRA Series 7FINRA Series 66Financial planning expertiseProactive sales experiencePortfolio managementClient retention experienceInterpersonal skillsCommunication skills

Required

Active FINRA Series 7 and 66

At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry

A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning

Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals

Savvy industry knowledge/Comprehensive client solution experience

Superior relationship and client retention experience, and success

Polished interpersonal and communication skills

Undergraduate degree or the equivalent; or a BA/BS college degree preferred

Benefits

Health, dental, vision, and life insurance benefits

Company

INB, National Association

INB provides personal and commercial banking services with a focus on helping individuals and businesses thrive.

Founded in 1999

Springfield, Illinois, US

201-500 employees

https://www.inb.com/

Funding

Current Stage

Growth Stage

Leadership Team

Allen Brinkman II

Chief Executive Officer Florida

Sarah Phalen

President and CEO

Recent News

Business Journals

Illinois-based INB Bank is expanding to Florida with Tampa, Miami offices

2022-09-22

Company data provided by crunchbase