COUNTRY Trust Bank Financial Advisor
Description
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
We’re looking for ambitious and established candidates who want to own their business and want to help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.
The Career
COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients.
They are in business for themselves but not by themselves and :
- Diversify their income through multiple product lines beyond financial services.
- Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
- Educate clients and prospects about our products and services.
- Collaborate with COUNTRY Financial® Insurance Agents to secure business.
- Establish an office and build a staff.
- Conduct financial solution seminars.
- Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our Financial Advisors have uncapped earning potential without a required buy-in and :
- Opportunities to earn performance-based global trips and financial rewards.
- Access to continued learning and marketing resources.
- Corporate office support.
- Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
Qualifications
Successful COUNTRY Trust Bank® Financial Advisors are :
- Entrepreneurial and self-motivated.
- Goal-driven with track records of business growth in the insurance and or financial services industry.
- Strong communicators with excellent business acumen.
- Committed to building and maintaining solid connections between their efforts and their rewards.
- Focused on achieving professional success through securing clients’ trust.
- Passionate about making positive impacts in their communities.
Required Qualifications
- Series 6 / 63 licenses
- Passed SIE
- Life / Health State Insurance License*
Preferred Experience
- Accredited Asset Management Specialist (AAMS)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Bachelor’s Degree
- 2+ years of Financial Advisor experience
- 5+ years of business ownership or managerial experience
COUNTRY Trust Bank Financial Advisor
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. COUNTRY Trust Bank® Financial Advi...
Financial Solutions Advisor - Consumer Investments - Washington, DC Market
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn...
Merrill Financial Solutions Advisor - Evergreen Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business gro...
Merrill Financial Solutions Advisor - Washington DC Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Financial Solutions Advisor - Consumer Investments - Friendship Heights Financial Center
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn...
Merrill Experienced Financial Advisor
Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, an...
Automotive Service / Sales Advisor Experienced
Join our TEAM for 2024, we have immediate opportunities for experienced service advisors and customer service professionals and are interviewing proven TEAM MEMBER candidates today for our Service Centers. If you have proven Auto Repair Advisor/Tire sales experience, and if you strive to be the best...
Service Advisor
Greet customers properly as they enter the service area. After 90 days Employee discounts on vehicle purchases, parts and service. ...
Wealth Management Associate
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). In partnership with Columbia University, ...
Associate Financial Representative
Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our representatives provide financial products to help members protect their families and their futures. Our fin...