Jr. Financial Advisor

State Bank of Southern Utah•St. George, UT

12d

About The Position

As a JuniorFinancial Advisor for State Bank of Southern Utah you willwork as a team with a Senior FinancialAdvisor. Together you will strive to understand existing and prospectiveclients’ goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Problem solve for our customers by researching and proposing educated financial strategies which lead to long and lasting, value-based relationships. No matter if you are just getting started in this career or are established, we would love for you to apply so we can get to know you and how you might help State Bank of Southern Utah enhance our customers experience through Financial Advising. At State Bank of Southern Utah, our core values define who we aspire to be each and every day. These values hold us accountable to each other and help us be the best version of ourselves. We look for candidates who find connection with our core values: Make a Difference : We are actively engaged. We genuinely care. We are knowledgeable and find solutions. Relationships Matter : We are committed to each other and our customers. We seek to understand, connect, and collaborate. Live with Integrity : We are trusted to do the right thing. We take responsibility for our individual roles and actions. Love What We Do : We are passionate and show up with enthusiasm. We are driven and continually look to improve. Share Positivity : We lift each other. We interact with a positive and optimistic attitude. Apply at State Bank of Southern Utah and be part of a team that lives by these values every day!

Requirements

Must pass a credit & background check
High School Graduate or (GED)
Must be at least 18 years of age
Strong communication and presentation skills
Relationship management
Working knowledge of personal computer and software such as Microsoft Office
Ability to interact effectively with other bank personnel, management and co-workers
Organizational skills, ability to prioritize work assignments, sound judgment, courtesy, tact and diplomacy
Strong work ethic, self-motivated and goal oriented
High Integrity
Current Series 7 and 66 Securities Licenses
Life and Health Insurance Licenses

Nice To Haves

Associate’s or bachelor’s degree
Prior work experience in Financial Advising
Series 7 & 66 securities licenses
Life and Health Insurance Licenses
Certified Financial Planner (CFP) or Chartered Financial Consultant

Responsibilities

Primarily support the Senior Financial Advisor in servicing existing clients and prospecting new clients
Build rapport with customers/clients and foster long-term relationships
A desire to help others, both financially and through community involvement
Knowledge of personal investment products such as mutual funds, stocks, bonds, money market funds, fixed and variable annuities.
Oversee client investment portfolio: understand client’s needs and short/long term objectives, develop an investment timeline with income/liquidity requirements, identify client’s investment experience and risk tolerance, provide advice that results in greater protection and/or improved profit, develop asset allocation strategies, select investment product(s) and execute proper, accurate market transactions.
Develop and implement goals, policies, and procedures
Periodically meets with client to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to occur monthly, quarterly and/or yearly depending on client needs.
Provide regular feedback to the branch employees, and bank management regarding sales practices, cross sell opportunities, and business development initiatives.
Pursues training, educational and self-development opportunities—not only to assure mandatory CE requirements are satisfied but to increase skill level and remain current on tax, financial, estate, investment, and retirement developments and laws.
Represents the Bank by being active in the community. Actively participates in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts.
Develop New business from referrals of existing clients and centers of influence.
Formulate and strengthen long lasting, trusting, client relationships providing consistent client communication and outstanding client service.
Facilitate a variety of ongoing business growth initiatives to include client events, consumer education.
Comply with legal and regulatory guidelines