Description

Position Purpose: This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.

What you’ll do

· Determines specific customer financial and investment needs.

· Provides advice to customers on personal investment product purchases.

· Maintains a high level of profitable sales which meet or exceed goals.

· Keeps all required licenses in good standing.

· Maintains expertise with current investment product portfolio.

· Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business.

· Keeps informed of industry product trends and issues.

· Engages in proactive learning to stay apprised of tax and investment updates.

· Acts as a resource to other licensed Investment Associates and Wealth Management professionals.

Requirements

Where you’ll shine

· College degree or equivalent experience required.

· 1-5 years relevant experience.

· Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged.

· Ability to foster and cultivate relationships with prospective and existing customers.

· Excellent presentation skills to enhance the organization’s image to prospective customers.

· Ability to communicate effectively and clearly.

· Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.

· Innovation and flexibility are essential to meet the demands of an ever-changing market.

· Excellent analytical skills are needed to recommend the appropriate products and services to customers.

· Ability to work with a team and share knowledge and skills.

· Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements.

· Ability to build positive and collaborative relationships with colleagues within the Bank.

Where we shine

· Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off

· Supporting associates and their families; we embrace the importance of caring for oneself and our families

· Surrounding ourselves with smart, driven, and diverse individuals

· Valuing integrity, commitment regarding our daily duties, and the Bank as a whole

· Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value

· Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value

· Bank of Clarke is “Great Place to Work” Certified through June 2025

· “Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP)

Working Conditions :

The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EEO M/F/V/D