Financial Services Professional
2 weeks ago
At First Bank, we are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in supporting our customers' financial goals and objectives.
Key Responsibilities:- Meet and profile prospective clients, review their investment goals, and provide tailored solutions to meet their needs.
- Provide investment and insurance solutions to customers based on a comprehensive financial planning approach.
- Build strong relationships with customers, profile and execute on new business, and assess customer needs to recommend the right combination of products and solutions.
- Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
- Complete all required compliance, regulatory, and subject matter training and attend various organizational required meetings.
- Achieve sales and revenue goals and meet certain professional growth and development goals.
- Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
- Participate in the execution of local marketing development plans.
- Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
- Bachelor's Degree, preferred.
- FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation).
- Life, Health & Variable Licenses.
- Three years financial services sales & service experience, preferred.
- Strong people, sales, and relationship skills.
- Proven oral and written communication skills.
- Self-starter eager to develop and expand knowledge.
At First Bank, we are committed to our employees and clients. We are a growing company that values diversity and promotes personal and professional development throughout every area of the organization.
We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
We are a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
We embrace a hybrid work environment that allows employees to work at an alternative location depending upon the needs of their job and team.
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