Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Stock Yards Bank & Trust · 1 day ago

Financial Advisor

Stock Yards Bank & Trust is a financial institution with a presence in multiple states. They are seeking a Financial Advisor to provide tailored financial advice to clients, helping them achieve their financial goals through personalized planning and product recommendations.

Banking
check
Senior Management

Responsibilities

Prospect and locate clients
Set appointments
Meet prospects to analyze their unique financial needs
Prepare financial plans
Recommend/sell specific, appropriate products
Network with business partners to create opportunities
Service current accounts
Other duties as assigned

Qualification

Brokerage experienceSeries 7 LicenseSales experienceAnalytical abilitiesInsurance LicenseSelf-confidencePersistenceEntrepreneurial perspectiveInterpersonal skillsCommunication skillsInitiative

Required

BS/BA required
2 years of Brokerage experience and at least $100,000 in prior 12 month trail in commissions
Marketing and sales experience
Natural interpersonal and communication skills
Strong analytical abilities
Self-confidence, persistence, and initiative
Entrepreneurial perspective
Series 7, 66 or 63/65 combo and Insurance License

Benefits

401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program

Company

Stock Yards Bank & Trust

twitter
company-logo
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
James "Ja" Hillebrand
CEO
linkedin
leader-logo
Connie Grivois
Executive Assistant to the Chairman and CEO
linkedin
Company data provided by crunchbase