Financial Advisor

Job Description

Job Description

JOB TITLE : Financial Advisor

Financial Advisor

LOCATION : Upper Arlington, OH

Upper Arlington, OH

STATUS : Full-time

Full-time

FSLA JOB CLASS : Exempt

Exempt

REPORTS TO :

Director of Financial Planning

REQUIRED TRAVEL : DIRECT REPORTS :

DIRECT REPORTS : None

None

If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!

At Heartland Bank, our goal is quality in our work, in our play and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service.

Heartland has an immediate opening for a Financial Advisor located at our Upper Arlington branch in Upper Arlington, OH. Assess and fulfill customer’s investment and financial needs and / or planning requirements.

This position is responsible for the sale and distribution of investment and insurance products and services as well as for executing and achieving the bank’s wealth management business plan.

In this highly visible role, a typical day might include the following :

• Identify and solicit business from potential clients through advertising campaigns, mailing lists, referrals and personal contacts.
• Meet with clients to determine financial and insurance needs, complete formal financial plans as appropriate, recommending proper investment / insurance or advisory strategies and competently presenting the appropriate recommendation.
• Responsible for maintaining on-going knowledge of current market conditions, new products, services and tax law changes within the financial industry.
• Maintain a full working knowledge of various software packages to produce financial planning and / or investment advisory solutions for clients.
• Ensure adherence to all policies, procedures and requirements of the Broker Dealer and Heartland Bank.
• Represent the bank by participating in community affairs, clubs and organizations to assess the needs of the community, enhance the bank’s visibility and increase new business opportunities.

THIS ROLE MIGHT BE THE RIGHT FIT FOR YOU IF :

• You Live Our Values . You demonstrate Heartland’s shared values and do the right thing, even when no one is watching.
• You Achieve Results . You meet and exceed goals through teamwork. You grow and apply job knowledge and have focused execution.
• You Coach and Lead . You have strong communication. You are focused on performance development and foster positive relationships and trust.
• You Hustle . You possess a driven work ethic to succeed and respect focused collaboration.

JOB REQUIREMENTS :

• Bachelor’s degree in Finance or related field
• Minimum 3-5 years in the financial advising industry
• Minimum licenses : Series 7, Series 63, Series 65 and Life & Health licenses (or equivalent)
• Valid driver’s license

ADDITIONAL QUALIFICATIONS :

• Existing book of business preferred but not required
• CFP, CLU, CHFC, AIF, etc.

Computer / Software Competencies :

Microsoft Windows, Microsoft Suite including Outlook, Internet Explorer

WORK ENVIRONMENT & PHYSICAL DEMANDS :

Climate-controlled office environment. Consistent travel via automobile to local customers’ homes and / or businesses.

Physical Demands

• Walking (
• Bending (
• Sitting (1 / 3-2 / 3 of the time)
• Lifting (
• Standing (1 / 3-2 / 3 of the time)
• Vision (up close and distance >

2 / 3 of the time)

Hearing (in person and over telephone >

2 / 3 of the time)

WHAT’S GREAT ABOUT WORKING AT HEARTLAND?

• Competitive compensation package
• Healthcare on Day 1 that includes : Medical, Dental, Vision, and Life Insurance
• 401(k) up to 4% of salary match
• Company-paid holidays
• Generous Paid Time Off
• Parental Leave
• Casual dress policy
• Career development opportunities
• On-site fitness center (Corporate Center)
• Tuition reimbursement and training support
• Free checking and savings accounts
• Free financial planning
• Mortgage Rate Discount Program

Heartland Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.