Financial Consultant

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength — giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

The Financial Consultant helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Responsibilties:

1. Meets with customers to determine investment needs, recommend investment strategies, and present investment choices.
2. Sells a broad array of investment and insurance products to bank customers and call on potential clients to promote HTLF Investment Services.
3. Determines other needs of clients and appropriately directs them around the bank channels.
4. Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
5. Makes presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly will happen to that investment in coming years.
6. Continuous monitoring of investment performance and dynamically changes strategies according to the performance.
7. Constantly contacts the clients and informs them about the updates of their investment.
8. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
9. Performs other duties as assigned
 
Requirements:

1. Bachelor’s Degree in Business Administration, Finance, or General Studies.
2. 1-3 years of successful financial sales experience.
3. Knowledge of the finance industry, equity shares, bonds, commodities, mutual funds, etc.
4. Knowledge about all types of investments.

OCCUPATIONAL CERTIFICATION:

1. FINRA Series 7.
2. FINRA Series 66 (preferably) or 63.
3. Life and Health Insurance License.

Scheduled Weekly Hours:

40

Time Type:

Full time

The targeted salary for this role is:

$42,009.00 - $78,016.00

HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.

The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission/bonus.  Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.

Additional Information:

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.