Financial Advisor- Loudoun County
Company: Bank of Clark County
Location: Leesburg
Posted on: May 21, 2023
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Job Description:
Description:Position Purpose: This position is responsible for
providing existing and prospective clients with information and
advice regarding a wide range of financial planning products and
services, utilizing specialized areas of expertise to find the
appropriate products and services for each client.What you'll do -
Determines specific customer financial and investment needs. -
Provides advice to customers on personal investment product
purchases. - Maintains a high level of profitable sales which meet
or exceed goals. - Keeps all required licenses in good standing. -
Maintains expertise with current investment product portfolio. -
Implements various business development efforts, including
networking within the Bank and the community and developing leads
among existing bank customers with the goal of establishing
advisory relationships and generating profitable new business. -
Keeps informed of industry product trends and issues. - Engages in
proactive learning to stay apprised of tax and investment updates.
- Acts as a resource to other licensed Investment Associates and
Wealth Management professionals.Requirements:Where you'll shine -
College degree or equivalent experience required. - 1-5 years
relevant experience. - Certification/License: Series 7, 66 and life
insurance licenses required; additional licensure is encouraged. -
Ability to foster and cultivate relationships with prospective and
existing customers. - Excellent presentation skills to enhance the
organization's image to prospective customers. - Ability to
communicate effectively and clearly. - Ability to acquire and
maintain changing product information for all products supported,
as well as maintaining a broad knowledge of the industry and the
ability to keep informed of trends and developments. - Innovation
and flexibility are essential to meet the demands of an
ever-changing market. - Excellent analytical skills are needed to
recommend the appropriate products and services to customers. -
Ability to work with a team and share knowledge and skills. -
Ability to conduct business in a highly ethical and collegial
manner consistent with regulatory requirements. - Ability to build
positive and collaborative relationships with colleagues within the
Bank.Where we shine - Offering a full suite of benefits including
medical, life, dental, and vision insurance plus generous paid time
off - Supporting associates and their families; we embrace the
importance of caring for oneself and our families. - Surrounding
ourselves with smart, driven, and diverse individuals - Valuing
integrity, commitment regarding our daily duties, and the Bank as a
whole - Supporting local philanthropic, cultural, and artistic
initiatives and organizations that our employees value. - Devoted
to the communities in which we serve as we help those who form the
creative backbone of our market's future economy and business
value.EEO M/F/V/DPI215567273
Keywords: Bank of Clark County, Leesburg , Financial Advisor- Loudoun County, Other , Leesburg, Virginia
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