Financial Consultant Investments

Centennial Bank • West Palm Beach, FL

18h

About The Position

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.

Requirements

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
• Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
• Ability to write reports, business correspondence, and policy/procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• NASD Series 7- currently maintain or must pass within 90 days
• NASD Series 66- currently maintain or must pass within 90 days
• Must satisfy background check that includes satisfactory NASD record
• Character: Must display traits such as honesty, strong work ethic and be team-oriented
• Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.

Nice To Haves

• Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field.
• Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet
• Intermediate: Word Processing/Typing
• Basic: Accounting

Responsibilities

• Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals.
• Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank.
• Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered.
• Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level