What are the responsibilities and job description for the Investment Representative position at The Bank of Missouri?
Job Details
Description
Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 125 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
Here are some of the great benefits you will enjoy as a member of our team:
- Competitive Salary
- Personal paid time off and paid holidays, as eligible
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities
About this job:
The Investment Representative provides wealth management to the clients of the Private Client Group. Through consultation with the client, the Investment Representative will assist the client in identifying their life and retirement goals, time horizon, and risk tolerance. Using this information the Investment Representative develops a financial strategy to assist the client in achieving the goals they have identified. The Investment Representative provides wealth management to the clients of the Private Client Group. Through consultation with the client, the Investment Representative will assist the client in identifying their life and retirement goals, time horizon, and risk tolerance. Using this information the Investment Representative develops a financial strategy to assist the client in achieving the goals they have identified.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Lead meetings with clients to discuss and plan for their financial goals.
- Effectively communicate the financial services provided by the Private Client Group, along with their risks in order to educate the client, respond to questions, and create a financial plan.
- Present recommendations and/or investment selections to clients.
- Create a financial plan for clients which encompasses circumstances specific to their life situation, including but not limited to plans for retirement, education, and insurance needs.
- Monitor client accounts to determine if/when changes must be made to improve the performance of the account, and to accommodate life changes of the client.
- Maintain an up-to-date knowledge base of trends and investment opportunities to better serve clients’ needs.
- Responsible for developing and maintaining client relationships.
The Bank of Missouri 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, or protected veteran status and will not be discriminated against on the basis of disability.
Qualifications
