Financial Advisor

MB has been helping our customers grow, manage and protect their assets for nearly 100 years. Our priority is to make banking better, simpler and easier. Customers are able to decide when, where and how they bank through our banking centers located throughout the city and suburbs (many open seven days a week).

We're committed to the communities where we do business: MB Financial Community Development Corporation and MB Financial Charitable Foundation, subsidiaries of MB Financial Bank, focus on the well-being of the communities we serve.

Reference: EW12097

Summary: Sells financial products and services to clients for investment purposes by performing the following duties.

Essential Duties and Responsibilities include the following.

Identifies potential clients using advertising campaigns, mailing lists, and personal contacts.

Solicits business from potential clients.

Interviews clients to determine financial position, resources, assets available to invest, and financial goals.

Provides clients with information and advice on purchase or sale of securities, financial services, and investment plans.

Opens and services new accounts.

Completes sales and routes documents for processing.

Reads status reports and performs calculations to monitor client accounts and verify transactions.

Develops and implements financial plans, and sells insurance and securities products.

Build long-term relationships with clients.

Maneuvers and manages databases and resources on computer.

Conducts offline or online research to resolve customer problems.

Assures area is in compliance with pertinent laws and regulations.

“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy.

Complies with all applicable federal and state laws and regulations.

Other duties may be assigned.

Competency:

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
High school diploma or GED and 2 years experience and/or training.

Language Ability:
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format.

Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic algebra.

Reasoning Ability:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:
To perform this job successfully, an individual should have knowledge of Word Processing software and Spreadsheet software.

Certificates and Licenses:
Securities licenses - Series 7 & 63
Life and Health License

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Specific vision abilities required by this job include Close vision and Ability to adjust focus. Incumbent is required to read documents with very small font.

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 10 pounds.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.