Independent Financial
Independent Financial

17 Independent Bank Branch Manager Jobs Hiring Near You

As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Firsthand knowledge of third-party asset management systems, including how they work, their ...

As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Firsthand knowledge of third-party asset management systems, including how they work, their ...

As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Firsthand knowledge of third-party asset management systems, including how they work, their ...

Analyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled

This individual will work with our Commercial Lenders to manage existing commercial clients and ... DUTIESAnalyzing financial reports, business plans, projections, and industry reports to understand ...

Assists manager with credit underwriting, financial statement analysis, and preparing credit summaries. SKILLS REQUIRED: * Bachelor's Degree or equivalent experience * 3-5 years Commercial Lending ...

Assists manager with credit underwriting, financial statement analysis, and preparing credit summaries.SKILLS REQUIRED: Bachelor's Degree or equivalent experience3-5 years Commercial Lending ...

Collateral Clerk II

Memphis, TN ยท On-site

$14.50 - $18.50/hr

Ability to manage multiple tasks and deadlines * Strong written and verbal communication skills ... Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with ...

Collateral Clerk II

Memphis, TN ยท On-site

$14.50 - $18.50/hr

Ability to manage multiple tasks and deadlines * Strong written and verbal communication skills ... Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with ...

Collateral Clerk II

Memphis, TN ยท On-site

$14.50 - $18.50/hr

Ability to manage multiple tasks and deadlines * Strong written and verbal communication skills ... Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with ...

Collateral Clerk II

Memphis, TN

$14.50 - $18.50/hr

Ability to manage multiple tasks and deadlines * Strong written and verbal communication skills ... Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with ...

Full-time

Re-posted 4 hours ago


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 successfullyย 
  • 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.ย 
  • A commitment to conduct business with honesty and integrity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities