- The ideal candidate for this position will be able to manage time efficiently, build rapport and professionalrelationships with clients, prospects, and colleagues, and will be able to display flexibility with theorganization of various projects. They should also have a commitment to client retention, client recruiting,and superior customer service.
- The primary duties include but are not limited to: gathering assets for fee-based and traditional brokerageaccounts; and going on calls with clients and potential clients.
- Maintain a high level of compliance with FINRA and Form U4, SEC, and firm rules and regulations.
- Administer presentations for new prospects and referrals.
- Work collaboratively with other team members.
- Identify and deepen relationships with clients and potential clients.
- Possess knowledge on a wide array of financial products and services
- Other duties, as they arise.
- Series 7 and Series 66 registered
- Strong technology skills including Microsoft Office, Adobe Acrobat, and Internet; Knowledge of FirstClearing / Wells Fargo Advisors system and Morningstar (preferred)
- Bachelor's degree in Finance, Economics, or related field (preferred)
- 5+ years of professional Financial Services or related career experience
- Maintains judgment, discretion, and confidentiality appropriate to the financial services industry
- Current driver's license and vehicleAlbank is an Equal Opportunity Employer (EOE).
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Financial Advisor - Chicago, United States - Albany Bank and Trust
Description
Job DescriptionJob DescriptionAlbank Investments serves the financial needs of private clients, including high net worth individuals, businessowners, and institutions.
Since our founding in 2001, we have been helping clients meet their increasinglycomplex financial goals with the highest standards of service and integrity.
The Albank Investments FinancialAdvisor is located at Albank's headquarters in Chicago and works through our correspondent bank partnership onthe Wintrust Investments platform.
We offer comprehensive wealth management solutions including investment,trust, and asset management services. The FA reports to Albank's Senior Vice President and works closely withthe Wintrust Investments Chief Operations Officer. The role is responsible for managing and growing a clientportfolio of assets under management.RESPONSIBILITIES
QUALIFICATIONS
Albank provides a competitive total compensation packageincluding:
Bonus, profit sharing, 401(k), health (medical, dental, and vision) insurance, flexible spending account(FSA), life insurance, 529 college savings plan, paid time off, employee assistance, and discounted financialservices.
Company Description Albank is a $700,000,000 commercial bank located on the north side of Chicago and in the near north suburbs.
Albank is oriented to business owners, real estateoperators/developers,
professionals and others who understand the benefits that flow from developing a personal relationship with a mid-sized business bank.
Company Description
Albank is a $700,000,000 commercial bank located on the north side of Chicago and in the near north suburbs.
Albank is oriented to business owners, real estate operators/developers, professionals and others who understand the benefits that flow from developing a personal relationship with a mid-sized business bank.
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