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Cadence Bank · 22 hours ago

Associate Financial Advisor

Hattiesburg, MS

Full-time

Onsite

Entry Level

4+ years exp

Cadence Bank is seeking an Associate Financial Advisor to support their Wealth Management Investment team. The role involves assisting with client acquisition and retention, training bank personnel, and preparing investment proposals and documentation.

Banking

Responsibilities

Work with the Sr. Financial Advisor in the territory to assist with client acquisition and retention

Become fluent with internal and external systems, products, processes, compliance, and bank organization structure

Become familiar with existing clients, bank associates, and communities within the market

Assist Financial Advisor in growing the current clients base during the transition period

Work to build a new client base as well as partner with the Sr. Financial Advisor on joint business

Conduct branch referral training

Become fluent in all regulatory and compliance requirements

Prepare new account and account maintenance documentation

Prepare client investment proposals and annual reviews

Have the ability to discuss product specifics and comparisons, including cost/benefit analysis

Qualification

FINRA Series 7FINRA Series 66State Insurance licenseSales skillsCommunication skills

Required

FINRA Series 7 & 66, or willingness to obtain within 18 months of hire

State Insurance license: life and health within 18 months of hire

Strong sales skills and a good understanding of overall bank products and operations

Exceptional social and communication skills necessary to assist clients

Outstanding verbal and written communication skills

Bachelor's Degree or Four years of investment product sales experience, required

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees