Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Bank Financial Advisor

(Northeast IA, Southeast IA & Des Moines Metro) 

Registered Representative - Bank Opportunities!

IBA Securities, a division of Broker Dealer Financial Services Corp., has been providing customized brokerage programs to Iowa banks since 1984. IBA Securities partners with community banks to expand the selection of financial products and services available to their customers and increase profits to the bank. IBA Securities is currently recruiting candidates to fill the following position(s) in Iowa:

  • Northeast Iowa
  • Southeast Iowa
  • Des Moines Metro

IBA Securities is seeking an experienced registered representative to work out of a bank. The candidate will work as part of the team in a bank serving customers.

Qualified candidates will have a minimum of 5-7 years of industry experience and a desire for a long term career. A combination of FINRA Series 7, 63 & 65 / 66 licenses, Iowa insurance license, and/or CPA designation or tax preparation experience is preferred.

The right candidate will see value in being part of their local community bank and enjoy working as part of the bank team. They will have a strong commitment to client service, be a great communicator, and be self-motivated.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  1. Prospect potential clients
  2. Recommend suitable products and services
  3. Build close and long-standing relationships
  4. Establish goals and have a marketing plan
  5. Client retention
  6. Educate clients helping them understand the underlying source of advice

QUALIFICATION REQUIREMENTS: Ability to communicate with a positive attitude, be organized and use time management. Must be able to work independently in establishing goals and steps to achieve goals.

EDUCATION AND/OR EXPERIENCE: Bachelor’s degree (BA/BS) from four year college or university, or two-three years sales experience and/or equivalent combination of education and experience.

LANGUAGE SKILLS: Must have good language skills with the ability to read, analyze and interpret scientific and technical journals, financial reports and legal documents.

MATHEMATICAL SKILLS: Strong mathematical skills are needed to apply to concepts such as fractions, percentages, ratios and proportions to practical situations.

 

Representatives are not limited to any proprietary products and can offer:

  • Annuities
  • Financial Planning
  • Advisory Managed Accounts
  • Mutual Funds and UITs
  • Brokerage Accounts
  • IRAs
  • Estate Planning
  • Long-Term Care Insurance
  • Life Insurance AND MORE...

Please contact Lisa M. Smith, President & CEO at (515) 727-6764 or lsmith@bdfs.com

 

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Is it time for a change?

Cody Phelps, Relationship Manager, Broker Dealer Financial Services Corp., & Investment Advisors Corp.

Cody Phelps
Relationship Manager, IBA Securities & Bankers Financial Services, LLC.
cphelps@bdfs.com 
(515) 727-6717

 

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.
 


We are committed to establishing an exceptional partnership with our financial advisors, providing the support, tools and resources needed to help clients achieve their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2016 Broker Dealer Financial Services Corp - All Rights Reserved
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Securities offered through Broker Dealer Financial Services Corp., Member SIPC. Advisory services offered through Investment Advisors Corp., an SEC registered investment advisor.

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