Arkansas Department of Workforce Services Advisor 2 in LITTLE ROCK, Arkansas
This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/ada/r/jobs/2308022 SUMMARY: Under the supervision and direction of the AWM Regional Manager and AWM Advisory Growth & Development Manager, the Client Advisor 2 is accountable for both referred and direct sales and service of non-FDIC insured investment and insurance products. The Client Advisor 2 will possess a thorough understanding of brokerage, insurance, and trust products and services. Client Advisor 2s are expected to meet with prospective customers to develop an understanding of their current and future financial goals and needs. Incumbent will gather and analyze financial information in order to provide customers with solutions through the sale of brokerage, insurance, trust products and trust services. This will require the incumbent to have an in-depth knowledge of complex financial planning processes. The Client Advisor 2 will prepare and present financial plans in client meetings.ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.1.Provide AWM financial and retirement planning services to Arvest Bank and AWM customers by meeting with prospective customers to develop an understanding of their future financial goals and needs.2.Review and analyze the current financial situation of customers to determine the appropriate financial services/products would meet each individual customer's needs.3.Present plan to customers for review and consideration and be able to explain all pertinent information related to the financial plan to customer's satisfaction.Perform final overview of determined plan to ensure quality.4.Assist customer with the application process for financial products according to internal policies and procedures.5.Maintain in-depth knowledge to provide customers with solutions in regard to the sale of brokerage, insurance, trust products and trust services; requires a working knowledge of complex financial planning processes.6.Responsible for building and maintaining a portfolio of AWM clients while proactively selling and maintaining regular communication with prospects and clients and continue to generate business and manage client relationships.7.May mentor assistants or other advisors, under the direction of the AWM Regional Manager and AWM Advisory Growth & Development Group.8.Prepare and conduct customer and prospect product and financial information seminars.9.Prepare and conduct internal bank associate AWM awareness training on a regular basis.10.Cross-sell by making customer and prospect referrals to Arvest Bank for the sale of bank products and services.11.Maintain all required FINRA and SEC licenses necessary to conduct AWM business.12.Active participation in community activities as directed by local Arvest Bank and AWM management is expected13.Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.TEAM ACCOUNTABILITIES:Support and uphold the Arvest Mission Statement.Uphold the Arvest Code of Ethics that confidential information is safeguarded.Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.