Farmington, MO30+ days ago
An approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools. Preferred Qualifications: • Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding • Extensive knowledge of the securities industry, including investment and insurance products and services • Knowledge of private banking products and services, including credit processes and policies • Strong presentation abilities • Strong relationship management, sales, and new business development skills • Well-developed analytical and problem-solving skills • Excellent interpersonal, verbal, and written communication skills • Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes.