Financial Advisor

Who We are:

At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.

As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!

Who we are seeking for this role:

The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion’s service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.

As a Financial Advisor, you are responsible for:

Providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.
• Partnering with Retail and Commercial bank as necessary to develop and grow additional clientele. 

Education and Qualifications:

• Bachelor's degree in business, finance, or related field preferred.
• 3 years of sales experience.
• Must have current FINRA Series 6 and 63 Securities Registration (FINRA Series 7 / 66 or 65 preferred).
• Life and health license.
• Valid driver’s license.
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.
• Have knowledge of working in a bank-based environment, partnering with employees to expand our client’s full financial relationship.
• Maintain all necessary bank and investment assigned compliance courses.

Benefits:

• Health Insurance (Medical, Dental Vision)
• 401k and Employer Match
• Life Insurance
• Disability
• HSA
• FSA
• Educational Assistance
• Wellness Programs
• Employee Assistance Program
• Paid Time Off
• 12 Paid Holidays
• Job Shadowing
• Volunteer Opportunities

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.