Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Description
Join Our Team as a Financial Advisor!
Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities? If so, we want you on our team!
As a Financial Advisor FSB Premier Wealth Management, you'll have the chance to make a meaningful impact on the lives of individuals and families by providing expert guidance and personalized financial solutions. Here's why you should consider joining us:
Empowerment: You'll have the autonomy to build your own client base and tailor financial plans to meet their unique needs and aspirations. You’ll have flexibility to maintain your work/life balance while meeting client needs and we offer training and ongoing support to make sure you'll have all the tools you need to succeed.
Professional Growth: We believe in investing in our team members' development. Whether you're a seasoned advisor or just starting your career in finance, we offer continuous learning opportunities and certification pathways to help you reach your full potential.
Client-Centric Approach: At FSB Premier Wealth Management, our clients always come first. You'll have the satisfaction of building long-lasting relationships based on trust and integrity, while helping individuals and families secure their financial futures.
Culture of Excellence: Join a team of driven professionals who are passionate about what they do and are committed to delivering exceptional service. We foster a collaborative and supportive environment where your contributions are valued and recognized.
Community Impact: Beyond helping our clients, we believe in giving back to the communities we serve. Get involved in our volunteer initiatives and make a positive difference in the lives of others.
This position begins with a flat base rate and unlimited income potential, allowing you the financial freedom to grow your income as your client base grows. We are looking for someone with a Series 7 or 66 license, or the ability to acquire that in six months, and someone who is confident in their ability to make connections and turn them into clients.
If you're ready to embark on a rewarding career where you can make a difference while achieving your own financial success, we want to hear from you! Apply now to become a part of our dynamic team and help shape the future of financial advisory services in our Des Moines office.
Requirements
We are looking for someone with a Series 7 or 66 license, or the ability to acquire that in six months, and someone who is confident in their ability to make connections and turn them into clients.