Financial Advisor – Investment Sales Representative
Cattle Bank & Trust, a community bank headquartered in Seward, Nebraska with branches in Lincoln, Nebraska, has an immediate opening for a Financial Advisor/Investment Sales Representative in its nondeposit investment product and services department, Cattle Investment Solutions.
The successful candidate will assist new and existing clients, providing sound financial advice regarding investments including Mutual Funds, Stocks, Bonds, Insurance and Annuities, in an effort to achieve the financial and investment goals of customers. Additionally, the successful candidate will provide clients with guidance and solutions regarding proper investment selection, diversified portfolio management and wealth formation and growth. Existing client base is substantial and opportunity to grow the business and department is significant. Strong written and oral communication skills are required, and candidate will be expected to understand and comply with applicable banking laws and regulations, as well as FINRA/SEC regulations and guidance.
Qualifications required: Bachelor’s Degree in Business/Finance or related education and/or professional experience with a minimum of three-years of financial service or investment sales/management experience.
Compensation is commensurate with experience and includes base salary and incentive pay structure based upon revenue generated by the department.
Licenses required/preferred: Series 7, Series 63/65 and Series 66 Securities Registrations. Life, Health and Accident Licenses.
Apply by sending resume to:
Ryne Seaman, President and CEO
Cattle Bank & Trust
P.O. Box 467
Seward, NE 68434
Or by e-mail to: firstname.lastname@example.org
Cattle Bank & Trust is an Equal Employment Opportunity Employer and it is the policy of the bank to not discriminate against any applicant for employment on the basis of their race, color, religion, age, sex, national origin, marital status, disability status, protected veteran status, genetic information and all other categories by law.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.