bank advisor

NEWTOWN, PA - FULL TIME

Bank Advisor

 

POSITION PURPOSE

The Advisor is responsible for the sale of comprehensive compensation, benefits, and investment solutions, as well as developing and maintaining relationships with clients. Works closely with the Newcleus team to provide Financial Institution Executives with strategic initiatives to create effective benefit plans. Evaluates existing plans and recommend suited mechanics and products where applicable. The advisor must have extensive knowledge of the banking industry, BOLI marketplace, and must have established relationship skills to work with distribution and banking partners.

 

Essential Functions and Responsibilities (including but not limited to)

  • Establish and maintain client relationships
  • Implement strategic initiatives to establish effective benefit plans
  • Provide ongoing support to bank clients as needed

 

Education, Training and Experience:

  • 5+ years of relevant experience
  • FINRA Series 6 (preferred)
  • FINRA Series 7 (preferred)
  • Series 63 and 65 or 66

 

Requirements:

  • Substantial knowledge of corporate and banking finance
  • Strong understanding of advanced market concepts and tax issues
  • Knowledge of insurance industry
  • Strong problem solving and communication skills
  • Strong interpersonal skills
  • Proficient in Excel, Word, PowerPoint, Adobe software programs, online portals
  • Driven and goal-oriented

 

 

DO YOU HAVE WHAT IT TAKES?

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