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Investment Advisor

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Job Snapshot
Location:
1970 N. Halsted St
Chicago, IL 60614 (map it!Map it! )
Other Pay:
Compensation determined by applicant qualifications
Employee Type:
Full-Time
Industry:
Banking - Financial Services
Consumer Products
Retail
Manages Others:
No
Job Type:
Banking
Finance
Marketing
Education:
4 Year Degree
Experience:
At least 3 year(s)
Travel:
Negligible
Post Date:
11/4/2009
Contact Information
Ref ID:
CB313311
Fax:
773-989-2960     instantly fax your resume >>
Description

Bridgeview Bank Group is a community bank with 15 locations currently in operation. With rapid growth, we are seeking qualified applicant in the Chicago area to join our team as an Investment Advisor. The Investment Advisor will be responsible for initiating and developing new and existing customer relationships; effectively and efficiently meeting customer needs through financial planning and by analyzing investment opportunities. Our Mission Statement is: To deliver the best banking experience by surrounding ourselves with people who have a passion for what we do: put the customer absolutely and always first.

Responsibilities include:

  • Develop and cultivate a client base, prospect and service clients business.

  • Analyze investment opportunities and client needs, recommend appropriate strategies.

  • Build client relationships through the use of financial planning and wealth management.

  • Prepare and deliver presentations/seminars to clients and prospects for business development.

  • Create a sales and marketing strategy for new client relationships.

  • Provide on-going service to clients.

  • On-going development of professional skills and knowledge.


Bridgeview Bank Group offers a competitive salary that will be determined by each candidate's experience and qualifications. In addition, we offer a comprehensive health/dental plan, 401(k) match, vacation/sick/personal/holiday compensation, and educational reimbursement.

For immediate employment consideration please fax or email a copy of your resume today

Requirements

The successful candidate will have:

  • At least 3 years as an Financial Advisor in a banking setting.
  • Strong sales building skills
  • Strong communication and interpersonal skills
  • Excellent follow-up and organizational skills

 

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