Financial Advisor
Company: CB&S Bank
Location: Murfreesboro
Posted on: May 23, 2023
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Job Description:
GENERAL FUNCTION:The Financial Advisor will use their expertise
to sell our investment and insurance products and services. The
most essential skill that the Financial Advisor will have is the
ability to attract and retain clients. They must be skilled at
understanding financial needs and recommending the appropriate plan
to meet those needs. The advisor should be self-motivated with
strong communication skills and a strong desire to serve their
clients with integrity.MAJOR DUTIES AND RESPONSIBLITIES:Activity
ExpectationsConduct a 15 minute huddle meeting with branch
employees to discuss products and servicesMeet with the Sales
Leader and Financial Services Champion to discuss financial
services business developmentMeet with the Financial Services
Champion for product trainingMeet with appointments scheduled by
bank employeesRecognize and reward bank employees who have recently
given referralsConduct one-on-one financial consultations:Get to
know the prospect and their financial situationReview the products
and services outline with the prospectAnalyze the prospects
financial needsPresent the appropriate solutionAsk the prospect for
their businessComplete and submit the appropriate paperworkConduct
follow-up meetings as necessaryAsk for referral businessCall
Regional Sales Leaders on a monthly basis to discuss Financial
Services activity by assigned branches.Production
ExpectationsExceed the revenue goal as established each year by the
management of CB&S Financial Services.Administrative
ExpectationsUse the product offering sheet when meeting with
prospects and clients.Sign and return commission reports on the
same day according to the published schedule. If you know that you
will not be available on the due date, please make arrangements to
process them prior to that day.Submit expenses during the month for
which they are incurred. It is important to our budget that we are
not paying expenses from previous months.Professional
ExpectationsRelate to the Sales Leaders and Financial Services
Champions as your customers.Conduct all activities within the rules
and guidelines established by CB&S Bank and the FDIC.Conduct
all activities within the rules and guidelines established by
ProEquities, the SEC, and FINRA.Maintain the Series 7 and Series 63
licenses and complete the ongoing continuing education
requirements.Maintain a Life and Health Insurance license and
complete the ongoing continuing education requirements.Participate
in the recommended training activities provided by Concourse.JOB
QUALIFICATIONS:Bachelor's degree from an accredited college with a
concentration in accounting, economics, or finance; or equivalent
related experience. MBA highly preferred.A minimum of five years of
progressively responsible business experience involving securities
analysis, investment management, corporate reporting, and/or
investor relations.Broad knowledge of company's overall
organizational structure.Demonstrated ability to plan and carry out
responsibilities with minimal direction or supervision.Knowledge of
personal computer spreadsheets.Strong personal leadership skills
and excellent communication skills, both verbal and written.
Demonstrated ability to interact with others, listen effectively,
and communicate complex issues, both orally and written. Ability to
work effectively in a diverse work group.Ability to analyze and
summarize complex financial information, make presentations of that
information, communicate its contents, and make recommendations for
appropriate courses of action.Ability to travel frequently to
client meetings, seminars, conferences and other business related
functions.STANDARDS OF PERFORMANCE:Perform all areas of
responsibilities so they are completed in a timely, accurate, and
thorough manner. Acceptable attendance and reporting to work in a
timely manner.Maintain positive work-environment with co-workers,
vendors, and customers.Must be alert in all job functions.Must
follow all company policies and procedures.Ability to maintain
matters of a highly confidential nature.
Keywords: CB&S Bank, Murfreesboro , Financial Advisor, Accounting, Auditing , Murfreesboro, Tennessee
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