Description

At State Bank of Southern Utah, our core values define who we aspire to be each and every day. These values hold us accountable to each other and help us be the best version of ourselves. We look for candidates with whom our values resonate:

Make a Difference: We are actively engaged. We genuinely care. We are knowledgeable and find solutions.

Relationships Matter: We are committed to each other and our customers. We seek to understand, connect, and collaborate.

Live with Integrity: We are trusted to do the right thing. We take responsibility for our individual roles and actions.

Love What We Do: We are passionate and show up with enthusiasm. We are driven and continually look to improve.

Share Positivity: We lift each other. We interact with a positive and optimistic attitude.

Apply at State Bank of Southern Utah and be part of a team that lives by these values every day!

As a Financial Paraplanner for State Bank of Southern Utah you will work as a team with a Senior Financial Advisor. Together you will strive to understand existing and prospective clients’ goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Problem solve for our customers by researching and proposing educated financial strategies which lead to long and lasting, value-based relationships. No matter if you are just getting started in this career or are established, we would love for you to apply so we can get to know you and how you might help State Bank of Southern Utah enhance our customers experience through Financial Advising.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Primarily support the Senior Financial Advisor in servicing existing clients and prospecting new clients

• Build rapport with customers/clients and foster long-term relationships

• A desire to help others, both financially and through community involvement

• Knowledge of personal investment products such as mutual funds, stocks, bonds, money market funds, fixed and variable annuities.

• Under the direction of the senior financial advisor gather and input client data and goals into planning software and create individual financial plans

• Periodically meets with client to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to occur at the direction of the senior advisor.

• Pursues training, educational and self-development opportunities—not only to assure mandatory CE requirements are satisfied but to increase skill level and remain current on tax, financial, estate, investment, and retirement developments and laws.

• Represents the Bank by being active in the community. Actively participates in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts.

• Develop New business from referrals of existing clients and centers of influence.

• Formulate and strengthen long lasting, trusting, client relationships providing consistent client communication and outstanding client service.

• Comply with legal and regulatory guidelines

• Additional duties as assigned.

  MINIMUM QUALIFICATIONS

• Must pass a credit & background check

• High School Graduate or (GED)

• Must be at least 18 years of age

  PREFERRED QUALIFICATIONS

• Associate’s or bachelor’s degree

• Prior work experience in Financial Advising

• Experience with Money Guide Pro

  SKILLS

• Strong communication and presentation skills

• Relationship management

• Working knowledge of personal computer and software such as Microsoft Office

• Ability to interact effectively with other bank personnel, management and co-workers

• Organizational skills, ability to prioritize work assignments, sound judgment, courtesy, tact and diplomacy

• Strong work ethic, self-motivated and goal oriented

• High Integrity

  LICENSES AND CERTIFICATIONS

• Ability to obtain Series 7 and 66 Securities Licenses Life and Health Insurance Licenses in 90-120 days.

• Valid driver’s license and clean driving record

Full-time employees will be eligible to receive the following benefits:

• Medical Insurance & HSA

• Dental & Vision Insurance

• Basic Life, AD&D and Long-term disability insurance

• Supplemental life and AD&D options available

• 401K with employer match

• Annual Incentive Program

• Paid Time Off (PTO) accrual every pay period

• Up to 12 paid holidays per year

• Childcare Reimbursement

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)