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Req ID:  3576
Location: 

Palos Heights, IL, US, 60463

Financial Consultant

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:

This position is somewhat like a personal finance banker.  The incumbent is responsible for recognizing opportunities with internal and external customers offering them mutual funds, equities, bonds, etc.

Please note: The location for this position is flexible within the Chicago South Suburbs.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

  • College degree in Finance or Economics strongly preferred
  • Series 7/63 and 65 or Series 7/ Series 66 and Life and Health Insurance License required. 
  • Long Term Care certificate required within 6 months.
  • Three years sales experience/previous sales success in an Investment program required
  • Excellent communication/public speaking skills required
  • Ability to generate referrals
  • Position may require the need to travel to other branch or meeting locations. 

DUTIES/RESPONSIBILITIES:

  • Offer mutual funds, equities, bonds, UITs, and annuities to both internal and external customers
  • Review client profile, recognize opportunities, and make referrals to other lines of business
  • Provide coaching and training to bank staff on referrals and investment products
  • Service all investment customers on a continuing basis
  • Assist licensed Personal Bankers and Branch Managers on sales
  • Provide quality customer service to all clients from financial planning to execution
  • Work to obtain or exceed personal production goals
  • Follow all state, national and bank compliance laws and issues
  • Ensure that all compliance standards for UVEST, First Midwest and First Midwest Financial Network are adhered to
  • Ensure that all regulatory policies are adhered to; namely those policies set forth by the NASD, IDS, the OCC and the SEC

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


Nearest Major Market: Chicago

Job Segment: Financial, Bank, Banking, Equity, Quality Assurance, Finance, Technology