Provide investment advice, portfolio analysis, and trade execution.
Recommend investment plans aligned with client goals.
Conduct periodic client reviews and adjust portfolios as needed.
Prioritize client interests and cross-sell bank products when appropriate.
Build and maintain relationships through networking and community involvement.
Participate in the referral program and follow up on leads.
Maintain expertise in financial markets and use research tools.
Ensure compliance with all regulatory and company policies.
Manage client records and branch office files.
Document client communications and assign tasks via Redtail.
Attend sales meetings and collaborate with bank branches.
Perform other duties as assigned.
Be technically proficient with required software platforms; broker dealer system, contact management system, banking core system and financial planning tools
Assist clients with basic banking inquiries related to brokerage/advisory accounts
Preferred QualificationsBachelor’s Degree in a Business discipline
3 - 5 years Brokerage experience required
Series 7, Series 63 & 65 or 66 Licenses required.
Life and Health insurance licenses
Certified Financial Planner designation highly recommended
Strong desire to succeed in a highly competitive industry
Exceptional listening skills
Exceptional customer-service attitude with strong client relation skills
Ability to communicate effectively with individuals or groups
Strong PC skills
Self-starter – initiative to begin projects independently
Effective oral & written communication skills
Skills Required
- Bachelor's Degree in a Business discipline
- 3 - 5 years Brokerage experience
- Series 7 License
- Series 63 License
- Series 65 or 66 License
- Life and Health insurance licenses
- Certified Financial Planner designation
What We Do
Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC. "Strong Roots. Endless Possibilities." reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live. Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.
