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Financial Services Professional

4 weeks ago

Lewiston, Maine, United States Androscoggin Bank Full time
Financial Services Professional

We are seeking a talented and responsive Financial Services Professional to join our team at Androscoggin Bank. In this role, you will work closely with clients to determine their future goals and develop customized financial plans to meet their needs. You will also provide expert financial advice, conduct financial assessments, and recommend investment products to optimize financial outcomes.

Key Responsibilities:
  • Build and maintain long-term relationships with clients
  • Conduct financial assessments and develop customized financial plans
  • Recommend investment products and retirement plans
  • Monitor clients' portfolios and provide regular reviews
  • Stay up-to-date with financial markets and regulations

Requirements
  • Bachelor's degree from a four-year college or university
  • 1-5 years of experience in the financial services industry
  • Prior experience with financial planning and serving as a fiduciary
  • Experience with a mix of products including mutual funds, annuities, insurance, and equities
  • Series 6 or 7, and 63 and 65 or 66 and state life & health insurance licenses
  • Proven communication and interpersonal skills
  • Proficiency with multiple computer applications

Benefits
This position offers a competitive salary, paid time off, holiday pay, 401k participation with a generous match, and access to Androscoggin Bank's full insurance benefit package. We also provide paid parental leave and paid volunteer time. Additionally, we offer tuition and education reimbursement, and opportunities for professional development and growth.