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Position: Financial Advisor
Physical Location: 11 West 23rd Street, Suite A, Panama City, FL 32405
Reports To: Manager, Director, BancorpSouth Wealth Management
Working Conditions: Normal, no adverse or hazardous conditions
Job Grade: E23
Job Group Category: Exempt
Work Hours: Monday - Friday, 8:00 am - 5:00 pm
Primary Purpose:
This Financial Advisor position will lead a Wealth Management Retail Investment team in client acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to sell annuities; and provide whatever support is needed for the team's existing client base.
- Principal Duties and Responsibilities:
- Acquire and retain investment clients through existing relationships, bank referrals, and community involvement.
- Sell investment/insurance products and services, provide investment proposals/planning, and conduct annual client reviews.
- Recruit bank staff to obtain insurance licenses to join our referral and/or sales program.
- Conduct bank branch referral training.
- Comply with all industry and broker/dealer rules and regulations.
- Prepare new account and account maintenance documentation.
- Job Specifications:
- FINRA Series 7 & 63/65, registered with experience
- Sales skills and a good understanding of overall bank products and operations
- Exceptional social and communication skills necessary to assist clients
- Outstanding verbal and written communication skills
- Bachelor's Degree, required
- Four years of investment product sales experience, required
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.