Investment Advisor Representative

Summary

INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more understandable, affordable, and accessible for all.  At INB Wealth, we are looking for people with a passion for helping clients.  We respect the unique differences of our employees, our clients and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others and building trusted relationships, possess high ethical standards and the required competencies and qualifications, and have a desire to learn and grow, there’s a place for you at INB Wealth!

We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth.

At INB Wealth, you will have the tools, resources and support to succeed in a sales environment. INB offers progressive benefits as well as a competitive compensation program. 

Essential Duties and Responsibilities 

As an Investment Advisor Representative at INB Wealth, you will have the opportunity to work in a team environment, with clients at all levels - identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of prospective and existing clients. You will be responsible for developing business through client referrals, proactive prospecting, community and civic involvement, and participation in marketing events.  You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide you with the ability to not only build portfolios, but long-term, lasting client relationships. 

Supervisory Responsibilities                                             

This job has no supervisory responsibilities.

Competencies                                              

To perform the job successfully, an individual should demonstrate the following competencies:

•  Active FINRA Series 7 and 66 (63 & 65 in lieu of 66) licenses.
• Active Insurance License or the ability to obtain.
• Demonstrated success in relationship building and client retention.
• Proficient financial planning, as well as securities and insurance industry knowledge.
• Ability to effectively develop and present comprehensive wealth strategies to clients.
• Ability to learn and adapt in a rapidly changing market environment.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Convert outbound calls and foster partnerships, both internally and externally, that promote qualified lead generation.
• This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Qualifications

At least two years' experience working in the financial services industry and/or a sales environment where goals were met or exceeded (including at least one-year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).

Education and/or Experience                                            

Bachelor’s degree, or equivalent work experience.

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf