Junior Financial Advisor

As part of our team, you'll be empowered through the bank's investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, "We've never been treated like that by a bank." CFB is proud to have been named a Best Place to Work in Indiana for 8 consecutive years by the Indiana Chamber of Commerce. And, we're always looking for the best and brightest to join our team!

Benefits:

• Health, Dental, Vision Insurance
• Bank Paid Life Insurance
• Paid Short-Term & Long-Term Disability
• Generous Matching 401(k) Retirement Plan
• 4 weeks of Paid Time Off (immediate accrual)
• Access to Earned Wages
• Wellness Program
• Competitive Salary
• Tuition Reimbursement
• Paid Holidays and 3 Float days
• Maternity/Paternity paid leave
• Annual bonus eligibility
• Community Service Projects

Job Description: Junior Financial Advisor

Objective: We are seeking a highly motivated and enthusiastic individual to join our team as a Junior Financial Advisor. In this role, you will play a vital role in assisting senior advisors with client management, financial analysis, and the development of comprehensive financial plans. This is an excellent opportunity for a recent graduate, with a strong interest in finance, to gain valuable experience and build a successful career in wealth management.

Classification: This is a Full-Time Exempt position with a Base Salary plus Commissions and reports to the Head of Investments.

Job Location(s): Kokomo, Indiana

Essential Functions for a Junior Financial Advisor:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist Senior Financial Advisors in developing and implementing financial plans for clients.
• Conduct research on investment products and strategies.
• Prepare financial reports and presentations for clients.
• Attend client meetings and take detailed notes.
• Update client databases and maintain accurate records.
• Market financial products and services to potential clients.
• Stay up to date on current financial trends and regulations.
• Develop and maintain client relationships.
• Contribute to the growth and success of the wealth management team.
• Maintain all necessary licenses and registrations as required.
• Adheres to all applicable laws, regulations, policies and guidelines

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Core Competencies:

• Customer Experience - Ensure that customers have a positive experience with the organization and its products and services at every touch point.
• Customer Retention - Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

• Exceptional interpersonal and relationship building skills

• Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Prospecting- Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.
• Sales Tasks and Activities - Knowledge of and the ability to sell an organization's products and services.

Education/Qualifications:

• Bachelor's degree in finance, economics, or a related field
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• High level of organization and attention to detail
• Ability to work effectively both independently and as part of a team.
• Familiar with financial planning software and technology
• Strong interest in and understanding of the financial services industry.
• Strong work ethic and willingness to learn.
• SIE, Series 7 and Series 66 licenses and Indiana Insurance License (preferred, but not required).

CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.