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
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 ...
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
$12 - $16.75/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
$12 - $16.75/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
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 ...
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 ...
Commercial Banker
East Lansing, MI · On-site
... inspiring financial independence today with tomorrow in mind! This role offers both the assumption of an existing portfolio, and immediate production opportunities. Why You Should Apply:
Commercial Banker
East Lansing, MI · On-site
... inspiring financial independence today with tomorrow in mind! This role offers both the assumption of an existing portfolio, and immediate production opportunities. Why You Should Apply:
Commercial Banker
Grand Rapids, MI · On-site
... inspiring financial independence today with tomorrow in mind! This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into ...
Commercial Banker
Grand Rapids, MI · On-site
... inspiring financial independence today with tomorrow in mind! This role offers immediate production opportunities, including the chance to assume part of an existing portfolio and step into ...
Mortgage Loan Officer
Grand Rapids, MI · On-site
Embrace our mission of inspiring financial independence today, with tomorrow in mind by becoming a key player in transforming how our customers finance their homes. Apply now to be part of our driven ...
Mortgage Loan Officer
Grand Rapids, MI · On-site
Embrace our mission of inspiring financial independence today, with tomorrow in mind by becoming a key player in transforming how our customers finance their homes. Apply now to be part of our driven ...
SVP Commercial Banking Group Manager
Troy, MI · On-site
... financial independence today with tomorrow in mind! In this role you will report to our Regional Commercial President making and servicing all types of secured and unsecured Commercial loans. Why You ...
SVP Commercial Banking Group Manager
Troy, MI · On-site
... financial independence today with tomorrow in mind! In this role you will report to our Regional Commercial President making and servicing all types of secured and unsecured Commercial loans. Why You ...
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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 successfullyÂ
- 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.Â
- A commitment to conduct business with honesty and integrity
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities