About the role
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 successfully
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.
A commitment to conduct business with honesty and integrity
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities