LPL Financial Advisor
Company: MidWestOne Bank
Location: West Des Moines
Posted on: May 21, 2023
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Job Description:
Overview:At MidWestOne, our people are number one in everything
we do. We are a community bank with a culture based on integrity
and customer care. The people on our team are the foundation of our
success. If you're ready to work for an organization that values
you, develops your talents and helps you grow personally and
professionally, then look no further.Responsible for selling
financial products and services to clients for investment purposes
including mutual funds, insurance, and annuity
productsResponsibilities:Identify potential clients utilizing
advertising campaigns, mailing lists, and person contact through
proactive effortsDevelop prospect from current banking customers,
referral leads, and other sources.Interview clients to determine
financial position: assets, liabilities, cash flow, insurance
coverage, tax status, and financial objectives.Build financial
plans for clients, analyze potential outcomes, help clients choose
a path given their specific financial situation.Sell financial
products and service to clients for investment purposes including
mutual funds, insurance, and annuity products.Other duties may be
assignedThe Perks!Competitive base compensation with additional
performance-based incentives/bonus potential (incentives and bonus
will vary depending on role)Career growth opportunitiesContinuous
learning opportunities401(k) Retirement Plan with company match
with immediate vestingEmployee Stock Ownership PlanEmployer
provided group life insurance with option to purchase additional
life insurance for you and your family membersEmployer provided
long term and short term disability insurancePaid Time Off, Paid
Holidays, Parental/Grandparent Leave, and more!Medical, Dental, and
Vision insuranceFlex spending plan & Health savings
accountsAdditional Insurance options to meet your personal needs:
Pet Insurance and Critical Illness and Accident insuranceStudent
Loan Debt Reduction Program & Tuition Assistance PlanWellness
ProgramFree banking services and other financial services
discountsTake Your Dog to Work Day in JuneEmployee Rally Day- a day
of celebration and recognition!Qualifications:Bachelor's degree or
an equivalent combination of education and experience.A minimum of
five years of experience in the finance industrySeries 6/7 and 65
preferredA proven proactive-sales personality, work ethic and
attitude with 1-2 years of direct sales experience in the financial
services industry is required.Ability to source new business leads
and follow-through to the sale is expected. Series 6/7 preferred.We
RISE by lifting others. RISE stands for Retention, Innovation,
Support, and Empowerment. Through RISE we aspire to create and
sustain a culture of diversity, inclusion and belonging at work and
in our communities. Our commitment to RISE is reflected in our
operating principles, people and culture. We pledge to continuously
learn, so we can understand and support the differences of
individuals, embrace each other's strengths, and provide
opportunities for all of us to work toward and achieve our full
potential.Now that you know more about us and the position, next
step is for you apply so we can learn about you!
Keywords: MidWestOne Bank, West Des Moines , LPL Financial Advisor, Accounting, Auditing , West Des Moines, Iowa
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here to apply!
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