Kellogg Staffing
Base pay range
$50,000.00/yr - $100,000.00/yr
Additional compensation types
Annual Bonus and Commission
VP of Recruitment, Kellogg Staffing | Specializing in Finance & Accounting Roles SUMMARY The Financial Advisor is responsible for driving investment production within an assigned territory. This role focuses on delivering personalized investment guidance to both bank-affiliated and external clients, offering a range of solutions including mutual funds, annuities, and fee-based advisory accounts.
The advisor partners closely with licensed bankers, providing coaching and support to enhance investment referral and sales activity. Collaboration with internal business partners—such as trust, insurance, and other wealth services—is essential to identify opportunities and deliver comprehensive financial solutions.
RESPONSIBILITIES
Proactively prospect and develop new client relationships
Assess client financial goals and risk tolerance to recommend appropriate investment and insurance solutions
Deliver a consistently high-quality experience to clients and prospects
Open and service investment and insurance accounts, including monitoring transactions, transfers, exchanges, and service requests
Participate in seminars, branch meetings, training sessions, and community events to support business development efforts
Partner with retail and other business lines to cross-refer clients for additional financial services
Train, coach, and support licensed bankers and branch staff on investment-related activities
QUALIFICATIONS
Active State Life & Health insurance licenses
FINRA SIE, Series 7, and Series 66 (or Series 63 and 65) required
Solid understanding of core investment products, including mutual funds and fixed and variable annuities
Strong understanding of investment markets
Prior experience in investment sales or a related field
Experience coaching, mentoring, or developing others preferred, including providing input into performance feedback
Seniority level Associate
Employment type Full-time
Job function Finance and Sales
Industries Staffing and Recruiting and Banking
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$50,000.00/yr - $100,000.00/yr
Additional compensation types
Annual Bonus and Commission
VP of Recruitment, Kellogg Staffing | Specializing in Finance & Accounting Roles SUMMARY The Financial Advisor is responsible for driving investment production within an assigned territory. This role focuses on delivering personalized investment guidance to both bank-affiliated and external clients, offering a range of solutions including mutual funds, annuities, and fee-based advisory accounts.
The advisor partners closely with licensed bankers, providing coaching and support to enhance investment referral and sales activity. Collaboration with internal business partners—such as trust, insurance, and other wealth services—is essential to identify opportunities and deliver comprehensive financial solutions.
RESPONSIBILITIES
Proactively prospect and develop new client relationships
Assess client financial goals and risk tolerance to recommend appropriate investment and insurance solutions
Deliver a consistently high-quality experience to clients and prospects
Open and service investment and insurance accounts, including monitoring transactions, transfers, exchanges, and service requests
Participate in seminars, branch meetings, training sessions, and community events to support business development efforts
Partner with retail and other business lines to cross-refer clients for additional financial services
Train, coach, and support licensed bankers and branch staff on investment-related activities
QUALIFICATIONS
Active State Life & Health insurance licenses
FINRA SIE, Series 7, and Series 66 (or Series 63 and 65) required
Solid understanding of core investment products, including mutual funds and fixed and variable annuities
Strong understanding of investment markets
Prior experience in investment sales or a related field
Experience coaching, mentoring, or developing others preferred, including providing input into performance feedback
Seniority level Associate
Employment type Full-time
Job function Finance and Sales
Industries Staffing and Recruiting and Banking
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