LPL Financial Advisor

Company: MidWestOne Bank
Location: West Des Moines
Posted on: May 21, 2023

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