Financial Advisor

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    "jobTitle": "Financial Advisor",
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    "description": "<p><span style=\"display:block; font-size:14px\"><span style=\"font-family:Times New Roman,Times,serif\"><em>Compensation for this position may include incentive compensation.&nbsp; Incentive compensation is in addition to base salary and based upon performance and other factors. Additional information on this role&#39;s compensation structure may be provided upon request.</em></span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Basic Functions:</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">The financial advisor will manage client relationships, objectives, time horizon, and risk tolerance. Organizes preparation of his/her client(s) preliminary research and monitoring performance to insure all suitability requirements are maintained.&nbsp; As a financial advisor,&nbsp;a significant portion of job function will involve new business development for the Investment Center.&nbsp; </span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Essential Job Duties:</strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Business development-generate client pipeline by prospecting and networking, community involvement, creating centers of influence and developing niches</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Manage full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizon, risk profile and preferences</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Develops a book of business consistent with goals for assets under management and required production</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Conduct all duties in compliance with applicable laws, regulations, policies and procedures</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Business development-generate client pipeline by prospecting and networking, community involvement, creating centers of influence and developing niches</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Manage full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizon, risk profile and preferences</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Develops a book of business consistent with goals for assets under management and required production</span></span></li>\n</ul>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Conduct all duties in compliance with applicable laws, regulations, policies and procedures.</span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Knowledge, Skills and Abilities:</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Knowledge of:</span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Basic principles and methods for showing, promoting and selling products and services</span></span></li>\n</ul>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>&nbsp;</strong>Skills in:</span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Preparing and delivering clear, effective, and professional presentations</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Strong communication and interpersonal skills to build relationships with clients</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques</span></span></li>\n</ul>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Ability to:</span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Accept criticism and deal calming and effectively in high stress situations</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Effectively communicate portfolio losses while preserving client loyalty</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Provide high level of client service with a strong focus remaining on what&rsquo;s best for their personal wealth management</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Network in the community and effectively market him or herself </span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Must be proficient with Microsoft product packages</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Must be able to drive to client meetings</span></span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Training and Experience:</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">The qualified candidate will have a four-year college degree preferred, or 3-5 years of equivalent experience and a minimum 4 years working experience, including sales (preferably intangible) or business experience</span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Position Requirements:</strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Series 7 and 66 required</span></span></li>\n\t<li><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Life, Health and Variable Annuity or ability to obtain within 6 months of employment</span></span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Equal Opportunities Statement</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">Hickory Point Bank &amp; Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.</span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Salary Disclaimer</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">The salary range provided represents the anticipated&nbsp;<em>starting pay</em>&nbsp;for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.&nbsp;</span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\"><strong>Benefit Package</strong></span></span></p>\n\n<p><span style=\"font-family:Times New Roman,Times,serif\"><span style=\"display:block; font-size:14px\">This position is eligible for a robust benefit package. Available benefits include Health Insurance, Dental Insurance, Vision Insurance, Group Term Life Insurance, Short Term Disability, Long Term Disability, Flexible Spending Account, Health Reimbursement Account, Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.</span></span></p>\n",
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