Financial Advisor

DescriptionRole:Responsible for activities to promote growth of the Investment Group and to accomplish management’s objectives of attracting new business and expanding the acceptance and influence of the Investment Group.Hours: 8:00am – 5:00pm Monday through Friday, evenings and weekends as neededLocation: (In Person) 3701 SW Wanamaker Road, Topeka, KansasEssential Functions & ResponsibilitiesReaches Sales Goals Through Managing Personal ActivitySells insurance and investment products such as annuities, mutual funds, life insurance, and long term care insurance Has a strong desire to build a fee-based investment advisory business subject to the highest ethical standardsRefers banking products to account executivesIn partnership with the Supervisor, creates performance goals on direct sales and referrals while driving outcomes towards achieving the desired resultsManages weekly activity: prospecting, appointment levels and selling levelsMaintains clean sales practice and ensures all actions conform to bank plans and policiesMaintains and up to date understanding of basic tax rules as they relate to retirement and estate planningBuilds and Maintains Outstanding Bank and Branch RelationsMotivates and encourages staff to gain confidence, maintain a positive performance and obtain referralsReciprocates with bank/branch staff on referrals; ensures all investment customers have an account with the bankWillingness to work in a team environment Communicates with staff and branch managers individually and through staff meetingsAssists in training the staff both one-on-one and through meetings Builds and Maintains Great Customer ServiceBuilds long-term relationship with customersDeliver financial advice in an ethical and client focused mannerFinds assets for future businessTies into good bank-branch relationsProvides excellent customer service and contributes toward meeting the bank’s missionPlease note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.RequirementsExperience: EducationTwo years of investment-related sales experience strongly preferredCollege degree in relevant field preferred but not required Willingness to continuously learn and advance knowledge base of industry regulations and changesLicensesSeries 6 and 63, 65, or 66 securities licenses preferredSeries 7 securities license preferredWill be required to pass and obtain the Series 7 license Interpersonal SkillsA significant level of trust and diplomacy is required, in addition to courtesy and tact. Work involves extensive personal contact with others and may be of a personal or sensitive nature when working through escalations. Fostering sound relationships with others is necessarySkills & AbilitiesProficiency with office equipment and software including Microsoft Suite, Morningstar experience with financial planning software helpful but not required, etc.Capacity to work with minimal supervision and identify, research, and resolve problems quicklyAbility to interact with co-workers, dealers, and customers in a highly professional mannerAbility to listen effectively, learn quickly and organize workCapable of shifting quickly to new tasks when priorities changeDeal effectively with diverse group of personalitiesHighly effective telephone skills in prospecting and communicationRecognition of client’s needs and best interest as priorityAttention to detail and client follow up CompetenciesAdherence to the CoreFirst Bank & Trust Values of Respect, Communication, Integrity, Initiative, and Accountability.High level of skill in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management.Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required.TravelTravel is primarily local during the business day, although some local evening and weekend travel may be expected.Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.OtherApplicants must pass a drug screen and background checksInternal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.