Financial Advisor

Location

Job Description:

Join Our Team as a Financial Advisor at Gate City Bank!

At Gate City Bank, we're not just looking for team members - we're looking for people who share our commitment to excellence and innovation. We believe our investment in top talent sets us apart and ensures our customer receive the best customer service experience possible.

Why You'll Love Working Here:

• Competitive Pay: A base salary of $60,000 plus commissions.
• Comprehensive Benefits:
  • All full-time team members, and qualified part-time team members are eligible for a variety of benefits, including, but not limited to:
    • Medical, dental, and vision insurance options.
    • 401(k) with dollar for dollar match up to 6%.
    • Paid Time Off and wellness benefits.
    • Additional compensation opportunities, including quarterly incentives.
    • All other benefits can be located at gatecity.bank/careers.
• Location: On-site at our Moorhead Downtown Office.

Why Gate City Bank?

At Gate City Bank, we're more than just a financial institution - we're a community-focused organization dedicated to leaving a positive impact. Gate City Bank empowers our team members to live out our mission. Here's why you'll love working with us:

• Make a Difference: We believe in giving back to our community through our Acts of Kindness including volunteerism and philanthropic giving. When you work with us, you're part of something bigger than banking - you're part of a movement to create positive change.
• Customer Obsession: Our customers are at the heart of everything we do. We're committed to consistently listening to their needs and exceeding their expectations with personalized experiences that delight and enhance their lives.
• Be a Leader: Integrity, honesty, and financial leadership are the cornerstones of our organization. As a member of our team, you'll have the opportunity to lead with integrity and contribute to our competitive products, services, and experiences.
• Embrace Innovation: We foster a culture of innovation where curiosity is encouraged, and creativity is celebrated. As a data-guru mindset cultivator, you'll have the chance to challenge the status quo, experiment with new ideas, and drive positive change that supports our bank's goals.
• Sense of Urgency: In today's fast-paced world, acting with a sense of urgency is crucial. At Gate City Bank, we proactively initiate positive change to remain a financial leader in our industry, and we're looking for individuals who share our commitment to making a difference.
• Commitment to Compliance: We hold ourselves to the highest standards of compliance and governance in everything we do. When you join our team, you'll be accountable for upholding these standards and contributing to a culture of excellence.

Job Responsibilities:

• Adhere to and perform all duties in accordance with prescribed financial advising policies and procedures; banking, insurance and securities standards; and compliance with regulations from OCC, FDIC, FINRA and SEC.
• Effectively sell investment products by establishing relationships with customers, assessing their needs, and offering appropriate solutions to achieve customer's financial goals.
• Provide comprehensive retirement planning, insurance planning, education funding, and estate planning strategies.
• Utilize the Bank retail environment and other departments to facilitate new business opportunities.
• Proactively solicits business from prospects with no current relationship with the Bank.
• Develop and nurture productive relationships with Bank team members in an effort to identify quality referrals to and from Financial Advising Program.
• Recommend investment, asset management, insurance, employee benefit and banking solutions to aid clients in meeting their needs.
• Achieve and exceed established sales, revenue, client retention, new relationship and other goals.
• Track activities, referrals, client contacts and results as requested by management and for providing information on sales practices and initiatives.
• Maintain all licenses and registrations in good standing.
• Complete all necessary continuing education requirements.
• Process transactions in a professional and timely manner including buying and selling securities for clients.
• Use every customer contact as an opportunity to advise customer about additional services or programs that may benefit them.

Other:

• Provide a "Wow" customer service experience for team members and customers.
• Develop and maintain productive relationships with team members, leaders, customers, and vendors.
• Prompt and reliable attendance is essential in order to provide expected levels of service.
• Must comply with all Gate City Bank policies, procedures, and applicable laws and regulations.
• Must be detailed-oriented and maintain high degree of accuracy.
• Ability to make decisions in a fast-paced environment.

Qualifications:

To succeed in this role, you'll need:

Associate degree preferred, high school diploma or equivalent required. Securities and Insurance licensing are required and two or more years of previous financial services and/or related experience preferred.

The following licenses are required:

• Active Series 7, Series 66 and state Life/Annuity Insurance license or ability to obtain within 180 days

Discover the Gate City Difference:

At Gate City Bank, we're more than just a workplace-we're a community. Join us in our mission to provide a "Better Way of Life" for our customers, communities, and team members. Let's make an impact together.

Apply Now and Start Your Exciting Career Today!

EOE/including Disability/Vets

Member FDIC