What are the responsibilities and job description for the LPL Financial Advisor position at Midwest One Bank?
Overview :
At MidWest One, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
This role is responsible for selling financial products and services through the banks Broker-Dealer, LPL Financial, to clients for investment purposes including mutual funds, insurance, and annuity products. Identifies and develops potential clients utilizing multiple avenues including advertising campaigns, current banking customers, referral leads, and personal contacts through proactive efforts. Additionally, work with clients to review and determine their financial position : assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops a financial plan based on analysis of data, and discusses available financial options.
Responsibilities :
- Building financial plans for clients, analyzing potential outcomes, helping clients choose a path given their specific financial situation
- Selling financial products and services to clients for investment purposes including mutual funds, insurance, and annuity products
- Builds a book of business through internal referral leads as well as external connections
- Collaborate with MidWestOne Private Wealth Team and other departments where appropriate
- Performs other duties as assigned
The Perks!
Qualifications :
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
Now that you know more about us and the position, next step is for you apply so we can learn about you!
