Financial Advisor - Harris Investor Services - 58904

Description At our company, we have been helping our customers and communities for over 125 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.  

Harris is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We are an Equal Opportunity Employer.

Harris
Financial Advisor

Building a strong relationship and helping clients achieve their goals through careful financial planning are the foundation of Harris Investor Services’ client experience. Harris Investor Services, Inc. offers financial planning and advice utilizing a variety of products including investments, insurance, and banking products to meet our clients’ diverse and changing needs.

Specific responsibilities include:

• Increasing assets under management by prospecting Harris customer base through outbound calling campaigns, conducting seminars, and cultivation of branch employee referrals.
• Introducing clients to investment strategies and working with clients to develop a financial plan utilizing appropriate guidance tools.
• Selecting from a menu of managed products such as individual mutual funds, separately managed accounts, multi-manager accounts, mutual fund wrap accounts, ETF wrap accounts, annuities, 529 plans and 401(k) plans to meet clients’ investment needs.
• Managing client relationships to retain and increase assets at Harris.
• Building and maintaining strong working relationships within the bank environment to foster cooperation and increase referrals.
• Cross-selling and referring to other areas within the Harris organization.
• Providing superior service to client base.
• Compliance with firm and regulatory requirements and policies.
Harris offers the following to Financial Advisors interested in joining our team:
• Market competitive compensation package.
• Harris customer base to prospect.
• Opportunities for career growth.
• State-of-the-art technology to help you enhance your business.
• Comprehensive benefits package.
EOE M/F/D/V

HarrisTM is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates.

Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC. SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.

Requirements Knowledge & Skills:
• 1-2 years of sales experience in the financial services industry.
• Series 6 or 7 and 63 or 66 licenses are required on date of hire.
• Series 7 and 66 (or 63 and 65) licenses are required within 90 days of hire.
• Insurance producers license is required within 90 days of hire.
• Strong working knowledge of financial industry.
• Strong prospecting skills.
• Demonstrated ability to sell and refer financial opportunities.
• Confidence, self-motivation, and strong desire to sell investment products.
• Experience working with managed products and providing fee-based advice and/or financial planning services a plus.
• Excellent organizational, presentation and client relationship management skills.
• High level of integrity (Clean U-4).
• High school education or equivalent work experience required, BA/BS and CFP preferred.
• PC skills and systems knowledge.

To explore this opportunity, visit our website and apply for position 58904 - https://www4.harrisbank.com/secure or contact Jim Gasper at [Click Here to Email Your Resumé].

Harris thanks all applicants. We advise only those who qualify for an interview will be contacted.