INB Wealth’s purpose is to help everyone become financially fit.
Through advocacy and innovation, INB Wealth has worked to make
investing more affordable, more accessible and more understandable for
all. At INB Wealth, we respect the unique differences of our
employees, our clients and the communities we serve striving to create
a consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships, possess
high ethical standards, and have a desire to learn and grow, there’s a
place for you at INB!
Essential Duties and Responsibilities include the
following. Other duties may be assigned.
As an Investment Advisor Representative at INB Wealth, you will
work with existing clients to deepen relationships. Additionally,
you will be responsible for business development through client
referrals, marketing events and proactive calls to prospects. At INB
Wealth, you will have the tools, resources and support to succeed in
a sales environment. Specifically:
* Systems and tracking to maximize client retention
Sales support and marketing
* Software designed for
customized client focused solutions
We are looking for people with a passion for helping clients.
You will provide on-going advice to clients, this advice will be
delivered primarily during face to face meetings. You will work
across a wide spectrum of investments as you help clients manage
larger and more complex portfolios. This unique and rewarding
opportunity will provide both you and your clients the ability to
not only share the common desire to build portfolios, but long-term
INB offers progressive benefits as well as a competitive
compensation program which reflects our deeply held belief that the
client relationship cannot be compromised by commission payments
that may incent product sales.
We value integrity, open communication, perseverance and relentless
service to our clients. If you want to work with a firm that is
dynamic, client centric and values your contributions by providing a
successful environment for outstanding financial rewards, consider a
career as an Investment Advisor Representative with INB Wealth.
This job has no supervisory responsibilities.
To perform the job successfully, an individual should demonstrate the
Active FINRA Series 7 and 66
Savvy industry knowledge/Comprehensive client solution experience
Superior relationship and client retention experience and success
Polished interpersonal and communication skills
This is a summary only and duties and responsibilities may be changed
from time to time, or over time.
Three or more years of successful proactive sales experience
encompassing client solutions in the financial services industry.
Education and/or Experience
Undergraduate degree or the equivalent; or BA/BS college degree preferred
ADA Disclaimer: In developing this job description care was taken to
include all competencies needed to successfully perform in this
position. However, for American with Disabilities Act (ADA) purposes,
the essential functions of the job may or may not have been described
for purposes of ADA reasonable accommodation. All reasonable
accommodation requests will be reviewed and evaluated on a
Illinois National Bank is committed to Equal Employment
Opportunity with respect to recruitment, hiring, training,
promotion, and other terms and conditions of employment. It is INB's
policy to afford equal opportunity to all employees and applicants
for employment without regard to race, creed, color, sex, sexual
orientation, age, marital status, national origin, disability,
religion, veteran status, or any other basis prohibited by law. The
EEO Law poster is available here: