Job Opportunities API

Description Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients act on your recommendations; and providing personal client service. Requirements: • BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP®, CPA) • FINRA Series 7, 63, and 65 or 66 • Five-plus years of experience building own books of business successfully • Excellent knowledge of and ability to communicate financial planning concepts and terminology • Excellent knowledge of and ability to explain products, such as, mutual funds, stocks, bonds, insurance and annuities • Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks • Demonstrated sales skills • Strong interpersonal skills and a genuine desire to help others • The tenacity to nurture long-term relationships with other professionals like CPA’s, attorneys, etc. • A commitment to conduct business with honesty and integrity Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities