Associate Financial Advisor

Hancock Holding Company Metairie , LA 70004

Posted 2 weeks ago

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Associate Financial Advisor will partner with a Financial Advisor to implement actions in client accounts in addition to doing planning and other investment-related activities to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor. ~This is a sales role~

ESSENTIAL DUTIES & RESPONSIBILITIES:

Essential Duties

  • Contacts existing customers and prospects to schedule appointments and assists customers with paperwork and account information at their home or place of business.

  • Assesses customer needs and discusses products offered by HIS.

  • Makes and processes sales in the absence of the Financial Advisor.

  • Verifies trades and executes orders.

  • Creates maintains client files and verifies all paperwork has been properly completed for each type of account.

Additional Duties

  • Assists bank associates to increase referral opportunities.

  • Attends various sales meetings and events.

  • Assures all forms are available for Financial Advisor and orders supplies as needed.

  • Other duties and special projects as assigned by Senior Management.

  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION & EXPERIENCE:

  • Requires a high School diploma or equivalent with 2 years of sales experience.

  • Prefer experience within the brokerage/insurance industry and/or retail banking.

  • Prefer a bachelor's degree in Business, Finance, Accounting, or related field.

  • Must have FINRA series 7 and series 66 license or be able to obtain them within the time frame stipulated by the hiring manager. A current series 63 and 65 registration can substitute for the series 66.

  • Must be able to obtain a multi-state Life Insurance license within 90 days of employment

  • An equivalent combination of education, training, and experience may be considered.

MINIMUM REQUIRED KNOWLEDGE:

  • Ability to learn investment principles, products, and regulations.

  • Basic understanding of sales techniques and cross-referral concepts.

  • Basic experience with Microsoft Office products including, Word, Excel, Access, PowerPoint, and SharePoint.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sephora Beauty Advisor

J. C. Penney Company, Inc.

Posted 5 days ago

VIEW JOBS 4/14/2019 12:00:00 AM 2019-07-13T00:00 Sephora Beauty Advisor Location: Metairie, LA, United States - Lakeside Shopng Cntr 3301 Veterans Memorial Blvd Job ID: 1056426 Sephora Inside JCPenney Job Type: Part-Time Date Updated: Apr 15, 2019 General Description The Sephora Beauty Advisor is responsible for providing a personalized, engaging and fun shopping experience to clients, demonstrating beauty products and techniques, and leveraging in-depth product knowledge to enhance and enrich our client's lives. Primary Responsibilities: * Proactively approaches clients in a friendly manner to determine how to provide a rewarding client experience * Seeks out and absorbs knowledge of products and techniques to stay up to date on beauty trends * Participates in activites in assigned area(s) to support core standards and ensure merchandise is well presented and available for the client * Models a strong brand identity based on the Sephora Inside JCP values and culture Core Competencies & Accomplishments: * Strong communication and relationship building skills About JCPenney: At JCPenney, we share a passion for serving customers, supporting our communities and being the best retailer for all families. As a company founded on the Golden Rule, our success is rooted in the belief that we treat everyone the way we would want to be treated. At every touchpoint, customers discover stylish merchandise at incredible value from an extensive portfolio of private, exclusive and national brands. Reinforcing this shopping experience is the customer service and warrior spirit of approximately 98,000 associates across the globe, all driving toward the Company's mission to help customers find what they love for less time, money and effort. Working at JCPenney means joining a dedicated team of associates who are encouraged to be uniquely themselves in a safe, caring and welcoming environment. It is a place where careers prosper, accomplishments are celebrated and diversity flourishes. It's a place that's meant for you. Job Title: Sephora Beauty Advisor Location: Metairie, LA, United States - Lakeside Shopng Cntr 3301 Veterans Memorial Blvd Job ID: 1056426 J.C. Penney Company Inc. Plano, Texas J. C. Penney Company, Inc. Metairie LA

Associate Financial Advisor

Hancock Holding Company