WI3661576

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: Job Description Overview The Associate Financial
Consultant position is a transitional role with progression into the
Financial Advisor role. The Associate Financial Consultant is
responsible for development of new business in the investment advisory
and brokerage product areas. The Associate Financial Advisor may also be
responsible for management of existing business in the local markets.
Under the mentorship of a Financial Advisor the AFC actively solicits
clients and prospects for business opportunities including cross selling
of all bank and company products. Key Responsibilities Development and
execution of an individual business plan to achieve new client
acquisition, business line referrals and product/business line
penetration inside portfolios; achievement of retention objectives;
consistent portfolio growth and servicing objectives. Responsible for
partnering with assigned \"Financial Advisor Mentor\" to develop and
implement sales techniques resulting in growth in assets under
management and revenue growth resulting in a profitable book of
business. Proactively review current book to ensure proper client
segmentation and transition to appropriate resources. Ability to
articulate and conversant in all aspects of JFG business offerings as
well as financial industry topics/trends and financial planning topics.
Deliver a distinctive client experience that leverages our unique value
proposition through the referral of wealth, mortgage, insurance, private
banking and consumer banking. Matching prospect needs with JFG Business
Partners to provide solutions resulting in closed new business and
expanding depth of relationship. Understand client\'s financial
objectives through consistent purposeful discovery process by
integrating financial planning concepts and process. Thorough management
of complex financial solutions; including: communication,
implementation, maintenance and on-going administration of the client
relationship. Complete, timely and accurate documentation of client
relationship information. May perform JFG Financial Advisor Assistant
responsibilities as determined by line of business and/or market needs.
Sales - Advising and Servicing Clients Execution of our comprehensive
sales process which includes successful prospecting, planning and
gaining new business. Basic knowledge of financial planning concepts and
process Knowledge of full portfolio of JFG products and services;
actively cross-sells full breadth and depth of products. Responsible for
meeting or exceeding sales, assets under management, and introduction
goals. Actively call/joint call on identified target segments,
prospects, centers of influence, etc. to lead new business development
and client acquisition efforts. Expand new and existing relationships by
advising and recommending appropriate\... For full info follow
application link. Equal Opportunity Employer of Minorities, Females,
Protected Veterans, and Individuals with Disabilities \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/388C2EDEAD944716