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Financial Advisor in Gary, IN

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COMPANY

Pfied

Base Salary: 100% commission
Total Comp: Not Listed
Location:
Industry: Financial
Benefits: Full
Customers: Small
Car Allowance: Yes
Sales Cycle: salesCycle
Travel: Only in Territory
Indiana:, Gary

JOB DESCRIPTION

Feb 04, 2016
Centier Bank, Indianas largest private family-owned bank, is currently hiring Financial Advisors within their Northwest Indiana market in Merrillville/Hobart, IN!

Centier offers its Advisors:
-Industry competitive payouts
-Medical insurance (with on-site clinics)
-Dental and Vision plans
-Career pathing and other tremendous growth opportunities
-PTO
-401(k)
-Stock options
-Workout facilities and much more!

Responsibilities:
-Provide financial advice and implement financial plan based on client profile.
-Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales, including the deposits into the PrimeVest sweep account.
-Submit client correspondence and marketing materials to the OSJ for compliance approval before use.
-Maintain effective relationships with branch personnel in assigned territory, answer questions and provide referral training.
-Track prospects and referrals to exceed production goals.
-The Investment Representative is expected to achieve a minimum of fifteen (15) face-to-face interviews per week.
-The Investment Representative should continually make efforts to identify outside sources of funds for the prospects interviewed to enhance the percentage of new money sales.
-Prepare an annual business plan including sales and marketing initiatives.
-Conduct sales practices in compliance with regulations and policies of PrimeVest, State/Federal securities, insurance and banking laws and regulations.
-Fulfill all continuing education requirements and required license and certification renewals.

Requirements:
-Experienced in the financial services industry with a demonstrated passion and interest in the financial markets.
-Series 7 and 66 (or 63 & 65) licenses.
-Indiana Life and Health insurance license is a plus.
-Clean Form U4.
-Bachelors degree is highly preferred but not required.
-Self-motivated with strong client relationship management skills.
-Excellent presentation, written and oral communication skills.

About Centier Bank:
Centier is Indianas largest private family-owned bank. Since 1895, the Schrage family has built a legacy of success, not merely through business, but through philanthropy that extends throughout the communities it serves. As a family-owned bank, Centier stands firmly behind its Not For Sale promise, pledging to the families, businesses, and communities of Indiana that it will continue to preserve independent, hometown banking in Indiana for generations to come.