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Portfolio Advisor
Spirit Lake, IA
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Portfolio Advisor

Spencer, IA

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u003cpu003eu003cstrongu003eEssential Functions u0026amp; Responsibilities u003cbr /u003eu003c/strongu003eInclude, but are not limited to:u0026nbsp;u003c/pu003enu003colu003enu003cliu003eMonitors and manages client investment portfolios in accordance with each clientu0026rsquo;s investment policy statement.u003c/liu003enu003cliu003eAnalyzes and develops financial planning and investment needs of clients and prospects. Assists with recommendations of financial strategies and products.u003c/liu003enu003cliu003eIdentifies and facilitates cross selling opportunities.u003c/liu003enu003cliu003eMaintains a strong knowledge of financial markets, investment strategies and investment products.u003c/liu003enu003cliu003eServes as a backup for other position(s) and performs other duties, as assigned.u003c/liu003enu003cliu003eEnhances career through work experience and continuing education.u003c/liu003enu003cliu003eMaintains compliance with federal, state and local laws and regulations.u003c/liu003enu003cliu003eParticipates and responds to examinations, audits and third party reviews.u003c/liu003enu003cliu003eComplies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.u003c/liu003enu003cliu003eEstablishes a good image for the Bank by being active and visible in the community.u003c/liu003enu003cliu003eAttends meetings as assigned.u003c/liu003enu003cliu003eDevelops a working knowledge of the Banku0026rsquo;s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.u003c/liu003enu003c/olu003enu003cpu003eu003cstrongu003eu003cbr /u003eSupervisory Responsibilities u003cbr /u003eu003c/strongu003eThis job has no supervisory responsibilities.u003cbr /u003eu003cbr /u003eu003cstrongu003eQualificationsu003cbr /u003eu003c/strongu003eTo perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.u003cbr /u003eu003cstrongu003eu003cbr /u003eEducation u003c/strongu003eu003cstrongu003eu0026amp;u003c/strongu003eu003cstrongu003e Experienceu003cbr /u003eu003c/strongu003eAssociateu0026rsquo;s degree (A. A.) required; one to three years related experience and/or training required; or equivalent combination of education and experience.u003cbr /u003eu003cstrongu003eu003cbr /u003eLanguage u003cbr /u003eu003c/strongu003eAbove average verbal and written communication skills. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.u0026nbsp; Ability to write reports, business correspondence, and procedure manuals.u0026nbsp; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.u003cbr /u003eu003cbr /u003eu003cstrongu003eMath u003cbr /u003eu003c/strongu003eAbility to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.u003cbr /u003eu003cbr /u003eu003cstrongu003eReasoningu003c/strongu003e u003cbr /u003eAbility to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables.u003cbr /u003eu003cbr /u003eu003cstrongu003eCertificates, Licenses, Registrationsu003cbr /u003eu003c/strongu003eAppropriate securities licenses required. Must have a valid driveru0026rsquo;s license and be willing to travel to outlying branch areas, as business needs dictate.u003cbr /u003eu003cbr /u003eu003cstrongu003eu003cstrongu003eu003cstrongu003ePhysical Demands u003cbr /u003eu003c/strongu003eu003c/strongu003eu003c/strongu003eThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.u003cbr /u003eu003cbr /u003eWhile performing the duties of this light physical work position, the employee is regularly required to sit, talk or hear. The employee is occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl.u0026nbsp; The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.u0026nbsp; Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.u0026nbsp; Close up visual attention to detailed materials and effective hearing/verbal communication skills are needed.u0026nbsp; Must make accurate visual inspection of printed and/or written materials.u0026nbsp; Must be able to follow written and oral instructions.u0026nbsp; Regular customer service problem solving using established variables.u0026nbsp;u003cbr /u003eu003cbr /u003eu003cstrongu003eu003cstrongu003eu003cstrongu003eWork Environment u003cbr /u003eu003c/strongu003eu003c/strongu003eu003c/strongu003eThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.u003cbr /u003eu003cbr /u003eWhile performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.u003cbr /u003eu003cbr /u003eu003cstrongu003eu003cstrongu003eu003cstrongu003eEqual Employment Opportunity u003cbr /u003eu003c/strongu003eu003c/strongu003eu003c/strongu003eNFC and its subsidiaries are equal opportunity employers to all qualified persons without regard to race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, disability, status as a Vietnam era, special disabled veteran or any other characteristic as protected by law. NFC provides equal opportunities in employment, promotion, wages, benefits, and all other privileges, terms, and conditions of employment.u003c/pu003e

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