Financial Advisor

<strong>As a healthy, growing and thriving bank, we offer employees everything they need to flourish in the world of banking. That&rsquo;s because we strongly believe our people are our strongest assets. From advancement opportunities to employee development, we invest in our people to be the best they can be.<br /><br /></strong>Member FDIC&nbsp; |&nbsp; Equal Housing Lender&nbsp;

Battle Creek, MI

Chemical Bank

<p><strong>Since 1917, Chemical Bank&rsquo;s home town approach to banking has been focused on community banking, highlighted by local leadership and decision making, a devotion to community and personalized service. We pride ourselves on being an Equal Opportunity Employer.<br /><br />As a Chemical Banker, you will join other professionals who share our community banking philosophy of making a positive impact where we live, work and play. You will be a part of a growing community bank that believes in the dreams of its customers and employees alike. With Chemical Bank, you will make a difference in your community while enjoying excellent benefits and top career opportunities. Visit our&nbsp;<a href="https://www.chemicalbank.com/careers/">Careers Page</a>&nbsp;for more information.</strong></p> <br /> <p>&nbsp;</p> https://www.chemicalbank.com/

keywords: summary,operations,teamwork,sales,business development,analysis,performance,experience,certification,education,knowledge

Full-Time

Competitive Compensation and Benefits Package

Overview: </span></span></strong></p><p style="margin: 3.35pt 0in 0pt;"><span><span style='color: black; font-family: "Verdana",sans-serif; font-size: 10pt;'>The Financial Advisor position is part of a full service team responsible for developing a client portfolio to facilitate the sales and service of securities, annuities, registered investment advisory products, life insurance and Trust products to qualified buyers within their respective calling region. </span></span></p><p style="margin: 8pt 0in 0pt;"><strong><span><span><span style="text-decoration: underline;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 10pt;'><br/><br/>
Responsibilities: <strong><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">Customer Service</span></strong><br /> <ul> <li style="margin: 6.35pt 0in 0pt;">Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.</li> <li style="margin: 6.35pt 0in 0pt;">Prepare materials and make presentations with prospective or existing clients.</li> <li style="margin: 6.35pt 0in 0pt;">Analyze and evaluate customers' profiles to determine the needs of existing clients and prospective clients in order to effectively recommend products and services.</li> <li style="margin: 6.35pt 0in 0pt;">Prepare and complete customer transactions that guarantee exceptional quality and necessary attention to detail in accordance with Cetera, regulatory, and program policies and guidelines.</li> <li style="margin: 6.35pt 0in 0pt;">Contact clients within the assigned portfolio on a semi-annual basis regarding any necessary changes to the account.</li> </ul> <strong><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">Administration/Compliance Risk Management</span></strong><br /> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Complete a client profile to identify present and future client needs. Prepare and send all mailings to current and prospective clients.</li> <li>Prepare all necessary paperwork on successful sales based on CFA guidelines.</li> <li>Make appropriate deposits into accounts, process paperwork, systemic investments, withdrawals, cancellations and surrenders.</li> <li>Complete data entry and information retrieval using broker dealer website and various computer programs.</li> </ul> <strong><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">Business Development</span></strong><br /> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Utilize the bank retail environment and other departments to facilitate new business opportunities.</li> <li>Network and prospect outside the financial institution to create new customer relationships and opportunities.</li> <li>Develop a complete understanding of CFA Investment Services solutions to support cross- selling opportunities, and learn the core bank products to generate referrals back to the Community Bank where appropriate.</li> <li>Attain sales production and referral goals by working the book of business, and closing on referrals.</li> </ul> Financial Advisors are expected to achieve a minimum of fifteen (15) face to face meetings a week.<br /><br /><strong><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">Community Involvement</span></strong> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Participate in Chemical Cares Day, and other volunteer events in local community.</li> </ul> <p>&nbsp;</p> <p style="margin: 12pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">Other / Miscellaneous</span></strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Travel is needed to meet with clients on-site at various locations across assigned region.</li> </ul> <strong><span style="text-decoration: underline;"><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">CHEMICAL BANK SUCCESS PROFILE<br /></span></span></strong>All team members are expected to exhibit the following competencies associated with our Corporate Success Profile: <p style="margin: 1.6pt 0in 0pt;">&nbsp;</p> <ul> <li>Customer Dedication</li> <li>Community Immersion</li> <li>Relationship Building</li> <li>Team Player</li> <li>Creative Initiative</li> <li>High Standards</li> </ul> <strong><span style="text-decoration: underline;"><span style="font-family: 'Verdana',sans-serif; font-size: 10pt;">JOB SPECIFIC COMPETENCIES<br /></span></span></strong><em><span style="font-family: Verdana, sans-serif;">Team members in this role should also exhibit the following competencies:</span></em> <p style="margin: 1.55pt 0in 0pt;">&nbsp;</p> <ul> <li>Problem Solving / Decision Making</li> <li>Listening</li> <li>Change Mastery</li> <li>Active Communication</li> </ul> <p>&nbsp;</p> <p style="margin: 0in 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 0in 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 0in 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job">&nbsp;</h2> <div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job">&nbsp;</div>
Requirements: <ul> <li>High school diploma or equivalent required</li> <li>Associate's degree preferred</li> <li>3 - 5 Years Experience in Function</li> <li>5 - 7 Years Experience in Industry</li> <li>Life License Required</li> <li>Series 6/ 7, 63, 66 or 65 Required</li> <li>Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Experience with fee based/retirement plans required.</li> <li>FINRA Series 7, 63, 65 or 66 and state life and health insurance license.</li> <li>Knowledge of financial concepts, investment products, portfolio analysis, goal setting and cash flow; knowledge of the securities industry, financial planning and investment management.</li> <li>Proficient in Microsoft Office (Outlook, Word, Excel, Power Point).</li> <li>Ability to approach problems/decisions with sound judgment; must be a self-starter and a problem solver.</li> <li>Advanced listening, written and oral communication skills; strong persuasive and interpersonal skills.</li> </ul> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <p>&nbsp;</p> <p style="margin: 18.5pt 0in 0pt;">&nbsp;</p>