West Des Moines Chamber of Commerce · 9 hours ago
Financial Advisor - Ankeny, IA
Clive, IA
Full-time
Onsite
Mid LevelWest Des Moines Chamber of Commerce is promoting a role for a Financial Advisor at Lincoln Savings Bank. The role involves aiding customers in financial investment and asset management, developing personal relationships with clients, and recommending strategies to achieve their financial goals.
Non-profit Organization Management
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
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank
Qualification
Required
Bachelor's degree in Accounting, Finance, Business Administration or related field
Strong customer service and communication (written and verbal) skills
Ability to listen, understand and give advice
Ability to work individually and with a team
Series 7, 63, 65/66 or ability to get them within first 90 days
Life & Health Insurance license or ability to get it within first 90 days
Valid driver's license for all business travel for Lincoln Savings Bank
Preferred
Certified Financial Planner
Chartered Financial consultant (ChFC)
Chartered Financial Analyst (CFA)
Company
West Des Moines Chamber of Commerce
Our mission is to champion all things West Des Moines by strengthening our area companies, providing personalized resources and attracting a top workforce to position WDM as the best suburban city in America.
Founded in 1924
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Katherine Harrington
President and CEO
Anna Doud
Director of Membership and Strategic Partnership
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