Financial Advisor - Ankeny - (Ankeny, IA)

Aids customers in financial investment and asset management. Handles the insurance related issues of the clients and help them in making comprehensive plans in future investments. Meet with clients to understand their future investment plans and document them. Develop personal relationships with clients. Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients. Discuss potential opportunities and risks related to a particular investment with clients. Recommends strategies that the clients can use in achieving their financial goals and objectives. Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan. Answer all investment related plans of the clients verbally and provide them written documents for future reference.