COMPANY OVERVIEW

Two Rivers Financial Group, Inc., through our wholly owned subsidiaries of Two Rivers Bank & Trust and Lee County Bank, offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Bettendorf, Burlington, Coralville, Des Moines, Fort Madison, Iowa City, Keokuk, Mediapolis, Mount Pleasant, West Burlington, West Des Moines, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!

POSITION PURPOSE

The financial advisor's primary focus is to build and deliver customized and comprehensive financial plans to clients. This position is responsible for successfully managing assigned relationships to achieve a high client retention rate, and to establish new client relationships to enhance revenue growth.

EDUCATION AND WORK EXPERIENCE

• Bachelor's degree or equivalent work experience.
• 2 years brokerage or financial services experience.
• Valid and active FINRA Series 7 & Series 66 licenses – preferred (or attained within 6 months).
• Valid State Health & Life Insurance licenses or attained within 60 days.

SKILLS AND QUALIFICATIONS

• Highly motivated, flexible, and service-oriented.
• Ability to build productive business professional relationships.
• Goal-oriented, driven, and experienced in networking.
• Excellent selling, communication, and negotiation skills.
• Excellent time management and organizational skills.
• Thorough understanding of marketing and negotiating techniques.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES

• Develops and implements strategic financial plans with strong focus on client goals and challenges.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Creates tailored investment strategies for clients. Identifies objectives and constraints, including regulatory issues, liquidity needs and tax implications to ensure customized financial plans.
• Builds and maintains relationships prior to and after client retirement to ensure trusted financial partner relationship exists for all financial planning needs.
• Identifies value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of current and future developments in financial markets to ensure accurate and up-to-date financial guidance is provided to clients.

SCHEDULE/TRAVEL/STATUS

• Salaried/Commissioned
• In-office Position (Not Remote)
• Some day travel required.

BENEFITS

• Competitive Compensation
• Comprehensive Healthcare
• 401K Retirement Plan
• Employee Stock Ownership Plan
• Life & AD&D Insurance
• Long Term Disability Plan
• Paid Time Off (PTO)
• Paid Holidays
• Paid Volunteer Hours
• Professional Development and Advancement Opportunities
• Employee Assistance Program

NOTICE

This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

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