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INB, National Association · 4 months ago

Investment Advisor Representative

Champaign, IL

Full-time

Onsite

Mid Level

3+ years exp

INB, National Association is a community-focused bank dedicated to helping individuals, families, 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, while providing tailored investment advice and managing complex portfolios.

Banking

Responsibilities

As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships

Additionally, you will be responsible for business development through client referrals, marketing events, and proactive calls to prospects

At INB Wealth, you will have the tools, resources, and support to succeed in a sales environment

Specifically: Systems and tracking to maximize client retention

Sales support and marketing

Software designed for customized client-focused solutions

You will provide ongoing advice to clients, which will be delivered primarily during face-to-face meetings

You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios

This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but also long-term relationships

Qualification

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

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

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