Financial Services Professional

4 days ago


Daphne, Alabama, United States River Bank & Trust Full time
Job Summary

River Bank & Trust is seeking a highly skilled Financial Services Professional to join our team. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Meet with customers to assess their financial needs and goals
  • Develop personalized financial strategies that align with each customer's risk tolerance and financial objectives
  • Offer expert financial advice and guidance on a range of financial products and services
  • Cultivate and maintain strong customer relationships through regular account reviews and community involvement
  • Stay up-to-date on regulatory compliance and industry trends
Requirements
  • Bachelor's degree in finance or related field, preferred
  • At least 2 years' experience as a Financial Advisor or relevant experience
  • Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66
Preferred Qualifications
  • Knowledge of financial options and products with a willingness to adapt to industry trends
  • Expertise in financial planning and investment strategies
  • Excellent interpersonal and communication skills
  • Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Work Environment

The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl.

The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.



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