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Lincoln Savings Bank · 23 hours ago

Financial Advisor - Ankeny, IA

Des Moines, IA

Full-time

Onsite

Mid Level

Lincoln Savings Bank is seeking a Financial Advisor to assist customers in financial investment and asset management. The role involves developing personal relationships with clients, providing investment advice, and growing the bank's market share.

BankingFinanceFinancial Services

Responsibilities

Aid customers in financial investment and asset management

Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments

Meet with clients to understand their future investment plans and document them

Develop personal relationships with clients

Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients

Discuss potential opportunities and risks related to a particular investment with clients

Recommends strategies that the clients can use in achieving their financial goals and objectives

Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan

Answer all investment related plans of the clients verbally and provide them with written documents for future reference

Qualification

Certified Financial PlannerChartered Financial AnalystSeries 7Life & Health Insurance licenseBachelor’s degree in FinanceCustomer service skillsListening skillsCommunication skillsTeamwork ability