As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
17 Independent Bank Financial Planner Jobs Hiring Near You
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
Financial Advisor
Memphis, TN ยท On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
Financial Advisor
Memphis, TN ยท On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
Financial Advisor
Memphis, TN ยท On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
Financial Advisor
Memphis, TN ยท On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... Excellent knowledge of and ability to communicate financial planning concepts and terminology
Retail Banking - Full Time Floating Client Service Associate 1
Farmington Hills, MI ยท On-site
$14.25 - $19.75/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 ...
New
Retail Banking - Full Time Floating Client Service Associate 1
Farmington Hills, MI ยท On-site
$14.25 - $19.75/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 ...
New
Retail Banking - Part Time Client Service Associate 1
Rockford, MI ยท On-site
$12.75 - $14/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
Retail Banking - Part Time Client Service Associate 1
Rockford, MI ยท On-site
$12.75 - $14/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
Retail Banking - Full Time Client Service Associate 1
Cedar Springs, MI ยท On-site
$13.75 - $15.25/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
Retail Banking - Full Time Client Service Associate 1
Cedar Springs, MI ยท On-site
$13.75 - $15.25/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
Retail Banking - Part Time Client Service Associate 1
Ada, MI ยท On-site
$14.75 - $16.25/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
Retail Banking - Part Time Client Service Associate 1
Ada, MI ยท On-site
$14.75 - $16.25/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
Retail Banking - Part Time Client Service Associate 1
Portland, MI ยท On-site
$12.25 - $13.50/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
Retail Banking - Part Time Client Service Associate 1
Portland, MI ยท On-site
$12.25 - $13.50/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
Retail Banking - Full Time Floating Client Service Associate 1
Grand Rapids, MI ยท On-site
$14 - $15.25/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
Retail Banking - Full Time Floating Client Service Associate 1
Grand Rapids, MI ยท On-site
$14 - $15.25/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
Credit Analyst
Memphis, TN ยท On-site
DUTIESAnalyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled
Quick apply
Credit Analyst
Memphis, TN ยท On-site
DUTIESAnalyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled
Credit Analyst
Memphis, TN ยท On-site
Analyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled
Credit Analyst
Memphis, TN ยท On-site
Analyzing financial reports, business plans, projections, and industry reports to understand ... Independent Bank is an EO/AA Employer M/F/Vets/Disabled
Commercial Lender II
Memphis, TN ยท On-site
... planning and enhancement of business relationships, loan operations management, and credit analysis ... Assists manager with credit underwriting, financial statement analysis, and preparing credit ...
Commercial Lender II
Memphis, TN ยท On-site
... planning and enhancement of business relationships, loan operations management, and credit analysis ... Assists manager with credit underwriting, financial statement analysis, and preparing credit ...
Commercial Lender II
Memphis, TN ยท On-site
... planning and enhancement of business relationships, loan operations management, and credit analysis ... Assists manager with credit underwriting, financial statement analysis, and preparing credit ...
Quick apply
Commercial Lender II
Memphis, TN ยท On-site
... planning and enhancement of business relationships, loan operations management, and credit analysis ... Assists manager with credit underwriting, financial statement analysis, and preparing credit ...
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
Memphis, TN ยท On-site
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
Collateral Clerk II
$14.50 - $18.50/hr
Previous title clerk, DMV, banking, or automotive finance experience preferred * Familiarity with state DMV systems and electronic title processing * Data entry accuracy and record-keeping skills
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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 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