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    "requisitionDescription": "\n    <link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.14.30/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\" />\n    <link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.14.30/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\" />\n\n    <div class=\"fr-view\">\n      <p id=\"isPasted\"><strong>Position: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Financial Advisor &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</strong></p><p><strong>Reports To:</strong><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Director of Investment Services &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</strong></p><p><strong>FLSA Status:</strong><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Exempt</strong></p><p><strong>&nbsp;</strong></p><p><strong><u>Role Summary:</u>&nbsp;</strong></p><p><strong>&nbsp;</strong></p><p>This position is responsible for providing existing and prospective clients with information 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.<br>&nbsp;<br>&nbsp;Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.<br>&nbsp;<br>&nbsp;Maintains expertise with the current investment product portfolio to ensure optimum marketing potential.<br>&nbsp;<br>&nbsp;Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management.<br>&nbsp;<br><strong>Job Requirements</strong></p><ul><li>College degree or equivalent experience required.</li><li>2-4 years relevant experience.</li><li>Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required.</li><li>Ability to foster and cultivate relationships with prospective and existing customers.</li><li>Excellent presentation skills to enhance the organization&rsquo;s image to prospective customers.&nbsp;</li><li>Ability to communicate effectively and clearly to a broad range of existing and potential customers.</li><li>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.</li><li>Innovation and flexibility are essential to meet the demands of an ever-changing market.</li><li>Excellent analytical skills are needed to recommend the appropriate products and services to customers.</li><li>Ability to work with a team and share knowledge and skills.</li><li>Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements.</li></ul><p>&nbsp;</p><p>The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.</p><p>&nbsp;</p><p><strong>Position Duties:</strong></p><ul><li>Achieve or exceed individual revenue goals as defined on an annual basis.</li><li>Meet or exceed all branch matrix goals for assigned territory if applicable.</li><li>Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints.</li><li>Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank&#39;s uninsured Products Policy Statement and all applicable state and federal regulations.</li><li>Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings.</li><li>Create strong external relationships in an effort to develop referral sources and meet appointment objectives.</li><li>Network in the community to enhance the bank&rsquo;s image and forge relationships.&nbsp;</li><li>Provide active mentoring and coaching to the Assistant Financial Advisor. &nbsp;</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor&#39;s Degree or Equivalent</li><li>Experience providing investment guidance and advice to clients.</li><li>Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.</li><li>Experience: Between 2-4 years</li><li>Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.</li></ul><p><strong>Specialized Knowledge:</strong></p><ul><li>Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner.</li><li>Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities.</li><li>Thorough understanding of economic principles and compliance standards.</li></ul>\n    </div>\n  \n",
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