Financial Consultant Investments

Centennial Bank • West Palm Beach, FL

1d

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
• Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet
• Intermediate: Word Processing/Typing
• Basic: Accounting
• 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.

Responsibilities

• Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time.
• Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time.
• 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. This duty is performed daily, about 35% of the time.
• Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time.
• Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time.
• 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
• Number of Employees: 251-500 employees