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Financial Advisor
BancorpSouth
Hinds County, MS, United States
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There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At BancorpSouth we are more than just a work place. We are a company that prides itself on values and the people that we employ. Start your search for a career with BancorpSouth.
Job Title: Financial Advisor
Organizational Location: Wealth Management
Reports To: Program Coordinator, BancorpSouth Wealth Management
Working Conditions: Normal, no adverse or hazardous conditions
Job Group Category: Exempt plus Incentive Commission
Work Hours: Monday – Friday, 8:00 am – 5:00 pm
Primary Purpose: (Summary of major reason this job exists)
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: (Majority of duties performed, but not meant to be all inclusive or to prevent other duties from being assigned)
• 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: (Knowledge, skills, and abilities normally required for competent performance in the job)
• 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
• Bachelors 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.
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.