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Investment Advisor

Position Title: Investment Advisor

FIRST COMMUNITY BANK AND TRUST
1111 Dixie Highway • Beecher, IL 60401

www.firstcbt.bank • 708-946-2246

 

About the Company

Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department is structured as a team with ~$80mm assets under management. Investment Advisor is a leadership role that works with other senior bank management providing a key service to the customer base.

 

Position Overview/Summary

The Investment Advisor/Wealth Manager at First Community Bank and Trust is responsible for providing investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts and insurance products, among others.

The role of Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy.

The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of First Community Bank and Trust, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.

 

Position Responsibilities

> Assess financial and wealth management needs of client base

> Provide individuals with tailored wealth and investment solutions, with the goal of growing and sustaining long-term returns as well as long-term firm relationships

> Develop customized wealth management plan to address each client's outlined goals and implement the plan with suitable products and services

> Provide client advice on a wide range of personal and business-related financial risk and wealth management topics

> Meet with clients on a regular basis to review portfolio performance and to uncover unmet personal and business financial needs

> Provide regular reporting and updates and information to clients and senior management

> Take lead role in segmenting client book of business based on firm-specific criteria

> Present principles of financial portfolio construction and management, asset allocation, wealth planning and wealth distribution to clients and prospects

> Nurture and maintain strong relationships with clients, helping them to track their progress over time while providing ongoing consultation and support

> Generate new firm clients through a range of business building programs including conducting seminars, using personal contacts and leveraging centers of influence

 

Qualifications

> 2-10 years of experience creating and monitoring investment portfolios based on individual client needs, objectives and risk tolerance preferred

> Demonstrated successful track record in researching investment opportunities to identify the right strategies to meet client wealth goals

> Experience assessing and making recommendations on the following: Retirement planning, estate planning, tax planning, insurance and other personal finance issues

> Passionate about client service; relationship driven, trusted advisor

> Entrepreneurial spirit

> Very strong technical financial planning expertise balanced by the ability to translate into terms that are clear to clients with varying degrees of investment knowledge

> Able to work independently with strong drive in a competitive environment

> Excellent communication, presentation and interpersonal skills

> Confident, highly motivated and result-driven

> Able to focus on goals and achieve targets

> Mature and able to work under pressure

> Pleasant and professional image

> Keen sense of integrity and entrepreneurial spirit

> Proven ability to build a client network and passion to cultivate and foster relationships

> Demonstrated leadership, organization and discipline skills

> Self-confidence, persistence, initiative and persuasiveness

> High level of self-motivation and drive with strong integrity and ethics

> Strong analytical, mathematical and problem solving skills

> Detail-oriented

> Advanced knowledge of the economy, money markets, and applicable tax laws

 

Licenses

> CFP designation preferred

> Series 7, 63 (or 65 & 66) preferred

> Ideally at least one professional designation

 

Educational and Professional Designations

> BA/BS Degree from nationally recognized institution required; MBA preferred

> Clean U-4