Financial Planning Professional

1 week ago


Daphne, Alabama, United States River Bank & Trust Full time
About the Role

River Bank & Trust is seeking an experienced Financial Advisor to join our team. This position offers a competitive salary of $85,000 - $110,000 per year, depending on experience.

Job Description:

  • Meet with clients to assess their financial needs and goals, providing personalized advice and strategies to achieve their objectives.
  • Develop and implement tailored financial plans, leveraging a range of financial products and services to meet each client's unique needs.
  • Maintain and nurture client relationships, ensuring exceptional customer service and building trust through regular account reviews and community involvement.
  • Stay up-to-date on industry trends and regulatory requirements, applying this knowledge to provide expert guidance and support to clients.
Required Skills and Qualifications

To be successful in this role, you will require:

  • A Bachelor's degree in finance or a related field (preferred).
  • At least 2 years' experience as a Financial Advisor or in a relevant field.
  • Certifications such as the Alabama Insurance Life and Health License, Series 7, and Series 66.


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