CoreFirst Bank & Trust · 5 days ago
Financial Advisor
Topeka, KS
Full-time
Onsite
Entry, Mid Level
2+ years expCoreFirst Bank & Trust is focused on promoting growth within its Investment Group and is seeking a Financial Advisor to attract new business and expand their influence. The role involves selling insurance and investment products, managing personal sales activities, and building strong relationships with customers and bank staff.
Banking
Responsibilities
Sells insurance and investment products such as annuities, mutual funds, life insurance, and long term care insurance
Has a strong desire to build a fee-based investment advisory business subject to the highest ethical standards
Refers banking products to account executives
In partnership with the Supervisor, creates performance goals on direct sales and referrals while driving outcomes towards achieving the desired results
Manages weekly activity: prospecting, appointment levels and selling levels
Maintains clean sales practice and ensures all actions conform to bank plans and policies
Maintains and up to date understanding of basic tax rules as they relate to retirement and estate planning
Motivates and encourages staff to gain confidence, maintain a positive performance and obtain referrals
Reciprocates with bank/branch staff on referrals; ensures all investment customers have an account with the bank
Willingness to work in a team environment
Communicates with staff and branch managers individually and through staff meetings
Assists in training the staff both one-on-one and through meetings
Builds long-term relationship with customers
Deliver financial advice in an ethical and client focused manner
Finds assets for future business
Ties into good bank-branch relations
Provides excellent customer service and contributes toward meeting the bank’s mission
Qualification
Required
Two years of investment-related sales experience
Willingness to continuously learn and advance knowledge base of industry regulations and changes
Will be required to pass and obtain the Series 7 license
A significant level of trust and diplomacy is required, in addition to courtesy and tact
Proficiency with office equipment and software including Microsoft Suite
Capacity to work with minimal supervision and identify, research, and resolve problems quickly
Ability to interact with co-workers, dealers, and customers in a highly professional manner
Ability to listen effectively, learn quickly and organize work
Capable of shifting quickly to new tasks when priorities change
Deal effectively with diverse group of personalities
Highly effective telephone skills in prospecting and communication
Recognition of client's needs and best interest as priority
Attention to detail and client follow up
Adherence to the CoreFirst Bank & Trust Values of Respect, Communication, Integrity, Initiative, and Accountability
High level of skill in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
Applicants must pass a drug screen and background checks
Preferred
College degree in relevant field
Series 6 and 63, 65, or 66 securities licenses
Series 7 securities license
Company
CoreFirst Bank & Trust
CoreFirst Bank & Trust is a Kansas based bank that offers products and solutions for both consumers and business, including banking products, trust services and investment services*.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jillinda Ansell, SPHR
HR Business Partner, Compensation & Benefits
Todd Karnatz
Chief Credit Officer
Company data provided by crunchbase