Financial Advisor - Ankeny, IA

Job Duties and Responsibilities

• Aid customers in financial investment and asset management.
• Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.
• Meet with clients to understand their future investment plans and document them.
• Develop personal relationships with clients.
• Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.
• Discuss potential opportunities and risks related to a particular investment with clients.
• Recommends strategies that the clients can use in achieving their financial goals and objectives.
• Routinely review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.
• Answer all investment related plans of the clients verbally and provide them with written documents for future reference.

Necessary Skills and Attributes

• Bachelor’s degree in Accounting, Finance, Business Administration or related field
• Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred
• Strong customer service and communication (written and verbal) skills
• Ability to listen, understand and give advice
• Ability to work individually and with a team
• Series 7, 63, 65/66 or ability to get them within first 90 days
• Life & Health Insurance license or ability to get it within first 90 days

Equal Opportunity Employer

including Veterans and Individuals with Disabilities.