Salaried Financial Services Representative
CCB Financial Services
Are you looking for a rewarding career as a Financial Services Representative? If you have your securities license this could be the job for you! This is a salaried position with medical benefits, 401k retirement plan, and paid vacation. Come join our team and start your investment career with a family owned, local company that cares.
Job Summary
The Financial Services Representative will establish new client relationships in addition to providing advisory services and support to a select group of clients by reviewing client’s needs, goals, and objectives and formulating recommendations. With financial planning responsibility for the firm’s small to mid-size clients, the Financial Services Representative has the opportunity to build an excellent business under the leadership and reputation of the organization.
Company Overview:
CCB Financial Services is a division of Clackamas County Bank. We have a rich tradition and offer our clients personal attention and a variety of options to meet their financial needs.
Essential Duties and Responsibilities:
- Consult with current and prospective clients regarding financial planning and other financial services offered by the company
- Analyze client portfolios and budgets to discuss recommendations with clients and make updates as appropriate as well as prepare cash flow analysis
- Manage the preparation of client financial plans and suitability reports
- Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
- Establish internal relationships to help maintain business flow and meet agreed targets
- Research suggested solutions to support recommendations
- Promote the organization by developing relationships within the industry and community
- Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible manner
- Participate in on-going professional development to meet personal development needs
- Participate in the bank’s marketing program
Periodic Duties and Responsibilities:
- Be available for other projects as needed
- Cross-train with other coworkers in order to backup responsibilities as needed
Education/Experience:
One year certificate from college or technical school; or one year financial service experience and/or training; or equivalent combination of education and experience desirable.
Certificates and Licenses:
Life and Health Insurance Licenses
FINRA Series 6 or 7 Securities License