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
Skills Required
- BA or BS in Business or Finance
- Advanced degree or professional designation (e.g., MBA, CFP, CPA)
- FINRA Series 7, 63, and 65 or 66
- Five-plus years building own book of business
- Knowledge and ability to communicate financial planning concepts and terminology
- Knowledge and ability to explain products such as mutual funds, stocks, bonds, insurance and annuities
- Firsthand knowledge of third-party asset management systems
- Demonstrated sales skills
- Strong interpersonal skills and genuine desire to help others
- Ability to nurture long-term relationships with CPAs, attorneys, and other professionals
- Commitment to conduct business with honesty and integrity
What We Do
Jerry David Enterprises Inc. is a local, family-owned and operated company that specializes in providing asphalt and concrete services for parking lots and driveways. Their core offerings include paving, patching, ready-mix concrete, and hydro-excavating. The company provides these essential infrastructure services to a wide array of clients, including utility companies, contractors, commercial developers, railroads, hospitals, airports, and local residents.
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