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Bankers Trust · 7 hours ago

Retail Investment Services Officer

Des Moines, IA, US

Full-time

Hybrid

Entry, Mid Level

$50K/yr - $55K/yr

2+ years exp

Bankers Trust is a community-focused financial institution dedicated to meaningful work and employee development. The Retail Investment Services Officer I will provide comprehensive investment advice and financial planning to an existing book of business while partnering with branch employees to attract new customers.

BankingFinancial ServicesWealth Management

Responsibilities

Develops relationships with branch employees in order to encourage referrals

Meets with customers to determine if they have investment or insurance needs

Meets with existing customers to ensure their investments and insurance are meeting their needs

Reports on client meetings

Reports on fee income generated

Performs other duties as assigned

Qualification

Investment brokerage experienceFINRA SIE Series 7FINRA Series 63FINRA Series 65Iowa Producer Insurance LicenseMutual fundsAnnuitiesETFsInsuranceBondsIRAsAsset allocationRelationship building skillsFour-Year College Degree

Required

Two years of investment brokerage experience required

Active FINRA SIE Series 7, 63 & 65. Iowa Producer Insurance License required

High level of relationship building skills

Proficiency in mutual funds, annuities, ETFs, insurance, bonds, IRAs, and asset allocation

Preferred

Four-Year College Degree preferred

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Benefits

Group Health, Dental, and Vision Insurance

Generous Paid Time Off (PTO)

Volunteer Time Off (VTO)

401(k) plan with lucrative company match

Tuition assistance

Company Paid Life Insurance

Paid Parental Leave

Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

Team Member Banking - a suite of products and services with special benefits for employees