Asset Advisors Counselor II
Company Name:
1st Source Bank
ASSET ADVISORS COUNSELOR II (#22851)
Personal Asset Management Group, LaPorte, IN
_About Us_
1st Source Bank is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. 1st Source has $4.64 billion in assets and operates 77 banking centers in 17 counties, 22 1st Source Bank Specialty Finance Group locations nationwide, nine Trust and Wealth Management locations and nine 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.
Come work for an organization that consistently receives awards as the Favorite Bank in the area - whether it's in Indiana or Southwestern Michigan. We are a top rated bank and have been recognized for our integrity and the exceptional services we provide to our clients: received a 5 Star Superior rating from _BauerFinancial_, the highest rating possible for our strong financial foundation; ranked #25 on Forbes list of America's Best Banks; as well as top SBA Lender in the state of Indiana by the Small Business Administration. 1st Source has also been recognized for our strong workplace environment that values its employees and our positive work culture that includes respect, communication, opportunity and being part of a team.
We base employment on an individual's experience, skills, and talents. We value our colleagues and treat each with honesty, dignity and respect. We are committed to creating a diverse team of professionals whose strengths improve our ability to serve our customers.
_Essential Requirements_
Profiles customer's personal and financial needs and goals. Completes a minimum number of profiles per month as directed by management.
Recognizes needs, explains complex products to all types of investors/savers and recommends investment and insurance products solutions to assist the customer in reaching their goals. Activity level and revenue from sales should meet goals established by management.
Uncovers, tracks, and refers back opportunities for traditional banking products through profiling efforts.
Maintains, acquires, and completes annual continual education on all licenses and designations.
Processes, follow-ups, and files all investment product paperwork, activity reports, referral reports, audit and compliance reports on a timely basis.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Ability to travel to all customer locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.
Performs all other duties as assigned.
_Experience/Skills_
One (1) to three (3) years of experience preferred or equivalent experience in a related field preferred.
Bachelor's Degree preferred.
Series 7, Series 63, Series 66 or 65, IN Life and Health, LTC and Partner Plan certification required (some can be obtained after hire).
Detailed knowledge of investment, insurance products and their taxations (especially IRA rules).
Knowledge of financial calculators.
Strong profiling and selling skills.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Self-starter, good organization.
Ability to handle multiple tasks in a fast-paced environment.
Good written and verbal communication skills.
Company: :
Location: South Bend, IN
Status: Exempt
Relevant Years of
Experience: 1 to 3 Years
Requisition Number: 22851Estimated Salary: $20 to $28 per hour based on qualifications.
1st Source Bank
ASSET ADVISORS COUNSELOR II (#22851)
Personal Asset Management Group, LaPorte, IN
_About Us_
1st Source Bank is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. 1st Source has $4.64 billion in assets and operates 77 banking centers in 17 counties, 22 1st Source Bank Specialty Finance Group locations nationwide, nine Trust and Wealth Management locations and nine 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.
Come work for an organization that consistently receives awards as the Favorite Bank in the area - whether it's in Indiana or Southwestern Michigan. We are a top rated bank and have been recognized for our integrity and the exceptional services we provide to our clients: received a 5 Star Superior rating from _BauerFinancial_, the highest rating possible for our strong financial foundation; ranked #25 on Forbes list of America's Best Banks; as well as top SBA Lender in the state of Indiana by the Small Business Administration. 1st Source has also been recognized for our strong workplace environment that values its employees and our positive work culture that includes respect, communication, opportunity and being part of a team.
We base employment on an individual's experience, skills, and talents. We value our colleagues and treat each with honesty, dignity and respect. We are committed to creating a diverse team of professionals whose strengths improve our ability to serve our customers.
_Essential Requirements_
Profiles customer's personal and financial needs and goals. Completes a minimum number of profiles per month as directed by management.
Recognizes needs, explains complex products to all types of investors/savers and recommends investment and insurance products solutions to assist the customer in reaching their goals. Activity level and revenue from sales should meet goals established by management.
Uncovers, tracks, and refers back opportunities for traditional banking products through profiling efforts.
Maintains, acquires, and completes annual continual education on all licenses and designations.
Processes, follow-ups, and files all investment product paperwork, activity reports, referral reports, audit and compliance reports on a timely basis.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Ability to travel to all customer locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.
Performs all other duties as assigned.
_Experience/Skills_
One (1) to three (3) years of experience preferred or equivalent experience in a related field preferred.
Bachelor's Degree preferred.
Series 7, Series 63, Series 66 or 65, IN Life and Health, LTC and Partner Plan certification required (some can be obtained after hire).
Detailed knowledge of investment, insurance products and their taxations (especially IRA rules).
Knowledge of financial calculators.
Strong profiling and selling skills.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Self-starter, good organization.
Ability to handle multiple tasks in a fast-paced environment.
Good written and verbal communication skills.
Company: :
Location: South Bend, IN
Status: Exempt
Relevant Years of
Experience: 1 to 3 Years
Requisition Number: 22851Estimated Salary: $20 to $28 per hour based on qualifications.
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