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Req ID:  3689
Location: 

Joliet, IL, US, 60435

Investment Sales Assistant

FT/PT:  Full-Time

First Midwest, with assets over $16 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120+ offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, and Eastern Iowa. 

POSITION SUMMARY:

Support the strategic and tactical goals of the Investment/Insurance Program through client relationship management, appointment coordination, prospecting, special event marketing, general account maintenance and regulatory compliance.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
  • College degree (finance/economics) strongly preferred
  • Series 7/63 and 66 or Series 7/65 and Life license preferred
  • Previous sales experience in an investment program preferred
  • Excellent verbal and written communication skills required
  • Excellent organizational skills required
  • Proven ability to work independently required
  • Position requires the need to work varied hours/days including occasional overtime as business dictates.  May need to travel to other branch locations
DUTIES/RESPONSIBILITIES:
  • Support assigned market areas administratively and operationally
  • Interface with all lines of business and make appropriate referrals
  • Assist assigned Financial Consultant with portfolio evaluation
  • Client relationship management
  • Compliance with banking, investment and insurance regulations
  • Complete paperwork for investments and insurance within set standards
  • Handle routine maintenance and service requests
  • Handle administrative and clerical duties (i.e. letter writing, appointment set up, filing, telephone calls, requested and required reports)
  • Prospect and profile new customers
  • Special event coordination
  • Execution of unsolicited orders
  • Offer mutual funds, equities, bond, UIT’s and annuities to both internal and external customers (for Investment/Insurance Sales Managers)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here and Supplement here.


Nearest Major Market: Joliet
Nearest Secondary Market: Chicago

Job Segment: Clerical, Equity, Bank, Banking, Investment, Administrative, Finance