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Financial Advisor - Legence Bank

Company: Midwestern Securities Trading Company, LLC
Location: Evansville
Posted on: March 26, 2020

Job Description:

The Financial Advisor is responsible for providing a best in class experience while assisting customers through needs-based conversations and providing appropriate solutions to meet their immediate, short-term and long-term financial needs. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Develop a strategic business plan. Develop relationships with existing customers, as well as initiate and build relationships with prospective customers. Build a strong referral network with important centers of influence. Assess, assist and advise clients on their current finances and future financial goals. Offer expertise to other team members, growing internal relationships to establish trust and generate referrals. Maintain appropriate licenses and continuing education requirements. Effectively represent the bank and maintain customer relationships through calls and visits. Maintain up to date knowledge of the company's policies, procedures and processes. Adhere to all Legence Bank and AFMFS Hoopla standards, serving as an example to other team members, as well as to our customers. Represent and promote the Company within the community. All other duties as assigned. Competencies Ethical Detail Oriented Sales Acumen Initiative Accountability Communication Customer Oriented Decision Making Financial Aptitude Tactful Supervisory Responsibility This position has no direct supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment including, but not limited to, computers, fax machines, scanning equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Position Type/Expected Hours of Work The employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand. Travel Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected. Required Education and Experience High School Diploma or Equivalent Strong Market Development and Networking Skills 3 Years Sales Experience Preferred Education and Experience Bachelor's Degree in Related Field (Finance, Business) 5 Years Wealth Management Experience 5 Years Experience in Financial or Insurance Industry FINRA Series 7 and 66 Able to Quickly Learn New Software Valid Driver's License

Keywords: Midwestern Securities Trading Company, LLC, Evansville , Financial Advisor - Legence Bank, Accounting, Auditing , Evansville, Indiana

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