Investment Advisor

Centier Bank
US - Indiana - Merrillville
January 10, 2025

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun. who wouldn't want to work for an AWARD-WINNING companythat's built on these pillars?

What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

SUPERVISORY RESPONSIBILITIES:
None

SUMMARY:

The Investment Executive will provide exceptional service and investment product knowledge to new and existing customers and prospects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Deliver the highest caliber services to clients by answering general inquiries
Provide investment sales and recommendations based on client objectives and suitability
Conduct sales practices in compliance with all securities, insurance, and banking laws, rules, and regulations
Prepare an annual business plan including sales goals and marketing
Coach, mentor, and help train retail associates for referrals
Use Connections for tracking referrals and prospects
Fulfill all continuing education requirements to keep all required licenses current
Provide reports to branch for referral follow-up and actual sales vs model goals
Prepare sales presentations using only approved literature, proposals, research, and stationery
Maintain client files, records, and data, including comprehensive financial profile
Submit all client correspondence and marketing materials for compliance approval before use
Check all daily paperwork for completeness and accuracy
Follow-up to all inquiries for service or information within 24 hours
Profile clients to seek and anticipate all financial needs and bring in other associates for expertise in other areas
Submit all requests for staffing, equipment and expenses to OSJ for pre-approval.

KNOWLEDGE, SKILLS, & ABILITIES:

Self-motivated, with excellent client relationship management skills
Superior presentation, written, and communication skills
Excellent organizational skills with the ability to handle multiple priorities
Detail-oriented with strong follow-up skills
Proficient use of Microsoft Office for word processing, spreadsheets, presentations/graphics, and Outlook

MINIMUM REQUIREMENTS:

3 - 5 years of experience in financial services sales position or equivalent.
Series 7, 63 and 65 or 66 and state life and health insurance license required.
Bachelor's degree or equivalent related experience. An advanced degree or designation is strongly preferred.

What do I do now?

Apply with us!
Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at *** or send us an email at hrcareers@centier. com.

Equal Opportunity Employer:
Disability/Veteran
Centier Bankis proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Member FDIC

Read the full job description and apply online on the recuiter's web-site

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