Financial Advisor - Ankeny, IA

Lincoln Savings Bank is seeking a Financial Advisor in Ankeny, IA to assist clients with financial investments and asset management. Responsibilities include developing client relationships, documenting investment plans, recommending strategies, and reviewing client plans regularly. Candidates should have a Bachelor's degree in a related field and relevant certifications. Strong communication skills and the ability to work independently or in a team are essential.
Job Duties and Responsibilities:

Aid customers in financial investment and asset management.

Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.

Meet with clients to understand their future investment plans and document them.

Develop personal relationships with clients.

Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.

Discuss potential opportunities and risks related to a particular investment with clients.

Recommends strategies that the clients can use in achieving their financial goals and objectives.

Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.

Answer all investment related plans of the clients verbally and provide them with written documents for future reference.

Necessary Skills and Attributes:

Bachelor’s degree in Accounting, Finance, Business Administration or related field

Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred

Strong customer service and communication (written and verbal) skills

Ability to listen, understand and give advice

Ability to work individually and with a team

Series 7, 63, 65/66 or ability to get them within first 90 days

Life & Health Insurance license or ability to get it within first 90 days