Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Muscatine, IA

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: job description,highlights,consulting,management,compliance,education,experience,licensure

Full Time

Overview: <p>If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you.&nbsp; Step into a significant book of business and be the lead financial advisor for a growth initiative in Muscatine. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth.</p> <p><strong>Highlights:&nbsp;</strong></p> <ul> <li>Run your practice like an independent and own your book</li> <li>Step into an existing book of business and referral network</li> <li>Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves</li> </ul> <p>&nbsp;</p>
Responsibilities: <ul> <li>Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies</li> <li>Determine specific customer needs and ensure that proper market transactions are executed</li> <li>Keep informed of personal investment product market trends, issues, and customer needs</li> <li>Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.</li> <li>Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers.</li> <li>Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations.</li> <li>Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions.</li> <li>Has a strong commitment and dedication to internal and external customer service</li> </ul>
Requirements: <ul> <li>A bachelor&rsquo;s degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry.</li> <li>Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required.</li> </ul>