The Role
Sells investment products including mutual funds, annuities, asset management services, stocks, bonds, and insurance. Partners with bank branches to generate sales leads, identify cross-selling opportunities, and increase fee income for the bank.
Summary Generated by Built In
The position of Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance. The Financial Advisor’s primary objective is to act as a liaison with bank branches to generate sales leads and cross selling opportunities that will generate fee income for the bank.
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The Company
What We Do
Bank Five Nine is an independent, full-service community bank serving southeastern Wisconsin. It provides personal and business banking, including checking and savings accounts, lending, mortgages, commercial banking, and SBA lending. Customers can access banking products online and through its local branches. The bank emphasizes personalized service, local expertise, and community investment through charitable giving and volunteerism, guided by its mission to “Make Lives Better.”
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