Essential Functions

• Consult and advise clients and prospective clients on investments and financial planning issues using their experience and knowledge base while applying discretion and judgement as appropriate to the specific situation

• Provide strategic advice across a variety of financial products and services (estate planning, tax planning, cash management, retirement planning, insurance coverage, investments)
• Assess clients’ overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial future
• Cultivate and build trusted relationships
• Outside sales, generate new leads, network and find new client opportunities
• Keep abreast of new industry trends, tax law changes and market research to optimize financial consulting
• Oversee the course of the financial plan and update it, when necessary
• Comply with all industry rules and regulations
• Develop relationships with attorneys, CPA’s and other professionals

Competencies

• Sales skills
• Organizational skills
• Effective communication
• Knowledge of industry trends, products and technology
• Initiative
• Team player in all bank functions outside of office duties

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, drive use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work

This is a full time exempt position, not eligible for overtime. Minimal hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Evening and weekend work will be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

• 3-5 years of financial advisor experience
• BS degree in Finance or related field
• Current securities and insurance licenses or must be able to pass the necessary exams within 3-6 months of hire date (Series 7, 66; Illinois Life & Health)
• Clean regulatory and compliance record
• Proven experience as a financial advisor
• Track record of successful financial guidance
• Ability to analyze market data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply

Preferred Education and Experience

N/A

AAP/EEO Statement

Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.