Financial Advisor - Aplington, Allison, Greene, Nashua IA Locations
Job Type
Full Time/Part TimeFull Time
Salary Range-Base plus commission or straight commission
Business UnitFinancial Services
LocationAllison, IA 50602
Duties and Responsibilities

Aids customers in financial investment and asset management. 

Handles the insurance related issues of the clients and help them in making comprehensive plans in future investments.

Meet with clients to understand their future investment plans and document them.

Develop personal relationships with clients.

Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.

Discuss potential opportunities and risks related to a particular investment with clients.

Recommends strategies that the clients can use in achieving their financial goals and objectives.

Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.

Answer all investment related plans of the clients verbally and provide them written documents for future reference.

Represent Lincoln Savings Bank in a positive light in all professional duties.  Participate in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank. 

Perform other duties and responsibilities as defined by Management.

Necessary Skills and Attributes

Bachelor’s degree in Accounting, Finance, Business Administration or related field

Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred                                         

Strong customer service and communication (written and verbal) skills

Ability to listen, understand and give advice

Ability to work individually and with a team

Series 7, 63, 65/66 or ability to get them within first 90 days

Life & Health Insurance license or ability to get it within first 90 days