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Financial Advisor

Company: Investment Professionals
Location: Alexandria
Posted on: September 7, 2018

Job Description:

Job DetailsLevel ExperiencedJob Location Alexandria, LA - Alexandria, LAPosition Type Full TimeEducation Level 4 Year DegreeTravel Percentage Up to 25%Job Shift DayJob Category Professional ServicesDescription Company Overview:

A Full-Service Firm - Built for Financial Consultants- by Financial Consultants

At Investment Professionals, Inc., (IPI) we have spent over 20 years focusing on community financial institutions we know the secrets to managing bank investment programs that will guide financial consultants to success in their environment.

Our process is designed around building your brand in your community: enabling you to help more people, gain more referrals, be proud of what you do, and helping you have a positive effect on your clients lives.

Job Summary:

The Financial Advisor combines interpersonal skills with all the resources of their community bank or credit union and Investment Professionals, Inc. to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors at IPI are responsible for assessing a clients circumstances and objectives, and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors at IPI have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance, and estate planning. By partnering with IPI and their assigned community bank or credit union, the Financial Advisor also has the ability to work with a highly skilled team on credit, lending, and other financial services to offer a full array of solutions for their clients and prospects. There are multiple positions open here, and there may be multiple bank locations to work within.Qualifications Essential Functions:


  • Develop and cultivate your own client base via prospecting and servicing clients

  • Analyze investment opportunities and client needs and recommend appropriate strategies

  • Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management

  • Market and present appropriate investment solutions, financial, and wealth management services to clients

  • Prepare and deliver presentations/seminars to clients and prospects for business development and educational purposes

  • Ability to create a sales and marketing strategy for the Financial Advisors business

  • Regularly provide branch trainings to bank personnel to coach them on referring appropriate customers for Financial Advisor services

  • Work closely with key bank personnel on the development and success of the investment program and its integration with other services provided to bank customers

  • Attend Financial Advisor trainings and continuing education sessions via the Broker/Dealer to stay current regarding products, solutions, services, and policies

  • Comply with all industry rules and regulations

    Required Education and Experience:

    • Bachelors Degree preferred

    • Minimum 3 years of experience as a Financial Advisor

    • Hold FINRA Series 7 and 63 securities licenses

    • Series 65 or 66 preferred or attained within 6 months of hire

    • Successful completion of background check and pre-employment assessments

    • Excellent communication, presentation, time management, and organizational skills

      Preferred Skills:

      • Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit.

      • Highly self-motivated, creative, and decisive. Ability to respond effectively and quickly to clients needs and issues. Strong customer service skills

      • Proficient with the complete Microsoft Office 2010 suite including: Word, Excel, PowerPoint, Outlook, etc.

      • Must be able to work independently with minimum supervision

      • Professional demeanor

      • Exceptional customer service, written and oral communication skills

      • Ability and experience articulating complex and in-depth concepts

        Additional Notes:

        This position requires a background check. If you are licensed and if you have a prior bankruptcy, U-4 disclosures, credit issues, criminal convictions, civil judgments, pending litigation, termination from a previous employer, or any other matter subject to FINRA disclosure regulations, you must disclose these items during the pre-screening process.

        Investment Professionals, Inc., does not discriminate on the basis of race, color, religion, sex (including gender identity, sexual orientation and pregnancy), national origin, age, veteran status, disability, genetic information or any other basis prohibited by state or federal law.

        Keywords: Investment Professionals, Alexandria , Financial Advisor, Accounting, Auditing , Alexandria, Louisiana

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