Wealth & Fiduciary Advisor - The District, Jackson, MS Job at BankPlus
At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships and making dreams come true.
All current BankPlus employees have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Scope:
Responsible for selling non-deposit investment products, investment management, 401K and trust services, as applicable, to current and prospective Wealth Management customers. Provide knowledgeable and professional investment and financial planning guidance to current and prospective Wealth Management customers. Maximize income to the Bank from the sale of non-deposit and trust investment services. The Wealth & Fiduciary Advisor is solely and independently fully functioning and is a 100% commissioned employee.
Duties and Responsibilities:
Develop and solicit new business opportunities for the Bank in the investment area.
Establish a referral network within the branch structure to enhance number and quality of referrals.
Track referrals and sales performance on an ongoing basis to develop new and improved sales strategies.
Assist in developing a sales culture within the Bank.
Maintain a current working knowledge of all policies and procedures that pertain to mutual funds, annuities, insurance and all other types of accounts and plans such as IRA, qualified plans, financial planning, etc.
Cross-sell Bank products to customers.
Assist in budgeting and strategic planning for the department.
Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Completes required compliance training and adheres to the Bank’s standard of conduct.
Represent the Bank at community activities.
Develop and participate in seminars for customers and prospects.
Securities licenses are maintained by earning continuing education credits, if applicable.
Participates in the bank’s High-Performance Rewards Connections program.
Makes referrals to the Mortgage Center and Wealth Management.
Performs other duties as assigned.
Position Requirements:
Bachelor’s Degree
Five years of Trust experience, or investment sales
Securities License - Series 66 or Series 7, 65 and 63 as required
MS Insurance License – All Entities i.e. Life, Variable Contracts Accident and Health as required
General computer and typing experience with Microsoft Office Suite, to include Excel
Word, and Outlook
Excellent verbal and written communication skills
Extensive reading as needed
Ability to make difficult decisions and handle multiple tasks
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
All current BankPlus employees have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Scope:
Responsible for selling non-deposit investment products, investment management, 401K and trust services, as applicable, to current and prospective Wealth Management customers. Provide knowledgeable and professional investment and financial planning guidance to current and prospective Wealth Management customers. Maximize income to the Bank from the sale of non-deposit and trust investment services. The Wealth & Fiduciary Advisor is solely and independently fully functioning and is a 100% commissioned employee.
Duties and Responsibilities:
Develop and solicit new business opportunities for the Bank in the investment area.
Establish a referral network within the branch structure to enhance number and quality of referrals.
Track referrals and sales performance on an ongoing basis to develop new and improved sales strategies.
Assist in developing a sales culture within the Bank.
Maintain a current working knowledge of all policies and procedures that pertain to mutual funds, annuities, insurance and all other types of accounts and plans such as IRA, qualified plans, financial planning, etc.
Cross-sell Bank products to customers.
Assist in budgeting and strategic planning for the department.
Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Completes required compliance training and adheres to the Bank’s standard of conduct.
Represent the Bank at community activities.
Develop and participate in seminars for customers and prospects.
Securities licenses are maintained by earning continuing education credits, if applicable.
Participates in the bank’s High-Performance Rewards Connections program.
Makes referrals to the Mortgage Center and Wealth Management.
Performs other duties as assigned.
Position Requirements:
Bachelor’s Degree
Five years of Trust experience, or investment sales
Securities License - Series 66 or Series 7, 65 and 63 as required
MS Insurance License – All Entities i.e. Life, Variable Contracts Accident and Health as required
General computer and typing experience with Microsoft Office Suite, to include Excel
Word, and Outlook
Excellent verbal and written communication skills
Extensive reading as needed
Ability to make difficult decisions and handle multiple tasks
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.