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Growth Consultant - Financial Institutions

Securities America, Inc. La Vista, NE

Job Description

Position Requirements

• Bachelor’s degree in business related field or equivalent work experience. 

• Seven years management experience in a bank investment program, third party marketing firm, broker/dealer, product manufacturer or other related financial institution services provider

• Series 7 licenses required

• State insurance licenses preferred

• Ability to implement recruiting strategies, policies, and practices 

• Ability to organize, prioritize, and follow-up with prospects in a timely manner

• Ability to persuasively present the benefits of Securities America and convert into a solid lead 

• Distinguished skill in utilizing consultative sales techniques 

• Ability to set and meet individual and  business goals

• Ability to travel approximately 25% of the time 

• Ability to work flexible hours (may require evening and weekends)

• Excellent verbal and written communication skills

• Knowledge of FINRA and SEC rules and regulations 

• Knowledge of bank and credit union regulatory bodies including a working knowledge of the regulations as it pertains to the retail Investment business. 

• Knowledge of SAI products and services

• Knowledge of the securities industry practices, procedures, and terminology 

• Skill in operating personal computer and various software packages (i.e. Microsoft Office, Outlook, Excel, Powerpoint, etc.) 


Position Duties/Tasks

This position is responsible for, but not limited to the following:

1. Develop a thorough understanding of the FI’s strategic focus and business goals

2. Assist the financial institution and advisor with the execution of specific business objectives

3. Provide a central point of communication within SAI

4. Introduce the financial institution and advisor to a wide variety of business resources

5. Keep the FI’s informed of new SAI initiatives

6. Manage the full cycle RFP process 

7. Manage key relationships, introduce programs and foster growth for FI.   

8. Expand the number and quality of the firm’s FI clients and FA’s.

9. Provide competitive information to the Sr. VP concerning all competitive developments.

10. Track total program revenue and expense results and provide feedback to Sr. VP on trends, problems, etc.

11. Collaborate with supporting product vendors and provide support of any sales and/or marketing programs.

12. Continually seek out opportunities to improve efficiencies, maximize revenue and improve productivity.

13. Conduct periodic reviews of policies, procedures and regulatory adherence.

14. Performs all other duties as assigned.



Job Details

Date Posted January 3, 2018
Date Closes February 2, 2018
Address 12325 Port Grace Boulevard
Located In La Vista, NE
Department Business Office Development
Job Type Full-time Employee
Experience Level Experienced (7-15 yrs. experience)
Start Date Immediately
Positions Available 1
SOC Category 11-3031.00 Financial Managers
Zipcode 68128
Travel Yes - 25
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases

This job requires the following skills

  • Finance Management
  • Financial Advisor
  • Financial Planning
  • Financial Reporting
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...