Investment Advisor Representative

  • Job Tracking ID: 512340-793351
  • Job Location: Springfield, IL
  • Job Level: Mid Career (2+ years)
  • Level of Education: Any
  • Job Type: Full-Time/Regular
  • Date Updated: May 13, 2022
  • Years of Experience: 2 - 5 Years
  • Starting Date: ASAP
  • FLSA Status: Non-Exempt



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Job Description:

 

Summary

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 relationships.

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.

 

 

Experience and Skills:

Supervisory Responsibilities                                             

This job has no supervisory responsibilities.

 

Competencies                                              

To perform the job successfully, an individual should demonstrate the following competencies:

 

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.

 

Qualifications

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 case-by-case basis.

 

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:
https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf