Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
60 Independent Bank Jobs Hiring Near You
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
New
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
New
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
Ionia, MI · On-site
$13 - $18/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
Ionia, MI · On-site
$13 - $18/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
Bay City, MI · On-site
$13.50 - $18.50/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
New
Full Time Floating Client Service Associate
Bay City, MI · On-site
$13.50 - $18.50/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
New
Full Time Floating Client Service Associate
$13.50 - $18.75/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
$13.50 - $18.75/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
Sparta, MI · On-site
$13.50 - $18.75/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
Full Time Floating Client Service Associate
Sparta, MI · On-site
$13.50 - $18.75/hr
Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is ...
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Job description
Description
Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients act on your recommendations; and providing personal client service.
Requirements:
- BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP, CPA)
- FINRA Series 7, 63, and 65 or 66
- Five-plus years of experience building own books of business successfully
- Excellent knowledge of and ability to communicate financial planning concepts and terminology
- Excellent knowledge of and ability to explain products, such as, mutual funds, stocks, bonds, insurance and annuities
- Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
- Demonstrated sales skills
- Strong interpersonal skills and a genuine desire to help others
- The tenacity to nurture long-term relationships with other professionals like CPA's, attorneys, etc.
- A commitment to conduct business with honesty and integrity
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities