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Investment Solutions Advisor

2 months ago

Florence, South Carolina, United States First Bank & Trust Full time
POSITION OVERVIEW

A Financial Services Consultant plays a crucial role in providing sales and support for non-FDIC insured financial products and services to clients of First Bank & Trust. The offerings include a range of investment options such as fixed and variable annuities, mutual funds, stocks, bonds, retirement plans, life and health insurance, REITS, Managed Accounts, and long-term care solutions. Operating within a designated area that encompasses various First Bank & Trust locations, the Consultant collaborates closely with retail branch personnel to foster strong relationships through effective training and mentorship of both licensed and unlicensed staff. It is essential for the Consultant to hold the necessary licenses, including series 7, 63, and 65 or 7 and 66, along with appropriate state life, accident, and health insurance licenses, as well as Medicare supplement and long-term care certifications. All financial products presented to clients carry inherent risks and are not guaranteed by the bank or FDIC insured.

KEY RESPONSIBILITIES
  • Drive revenue generation to achieve or surpass annual production targets.
  • Meet program management expectations in covering the assigned retail branch territory while providing ongoing education and training to branch employees on referral processes.
  • Support licensed branch staff in their roles.
  • Schedule and conduct client appointments effectively.
  • Ensure accurate completion of documentation and timely submission of funds and securities.
  • Implement and manage a regional marketing strategy.
  • Maintain compliance with continuing education requirements for all licenses.
  • Track and report on referrals and sales, ensuring cross-selling of bank products is documented.
  • Conduct business with integrity and adhere to regulatory standards established by state and federal securities laws, as well as state insurance regulations.
  • Stay informed about current trends and developments in the financial industry.
  • Complete annual compliance training.
  • Follow all corporate policies and procedures, as well as federal and state regulations, including the Bank Secrecy Act and Anti-Money Laundering Act.
  • Uphold the highest levels of service excellence.
  • Perform additional duties as necessary.
QUALIFICATIONS

Education & Experience: The following specifications are general guidelines based on the minimum experience typically required for successful performance in this role. Individual capabilities may lead to variations from these standards.
  • Bachelor's degree in business, finance, or a related field, or equivalent professional experience.
  • Educational background through in-house training, formal education, or financial industry-related programs should be relevant to business or finance.
  • Intermediate understanding of banking operations, products, services, and applicable state and federal regulations.
  • Strong organizational and time management skills, with the ability to work independently.
  • Proficient in computer systems, including word processing, spreadsheets, and specialized software.
  • Excellent verbal, written, and interpersonal communication skills, with the ability to follow instructions and guide others.
Licenses Required:
  • Series 7, 63, 65 or 7 and 66 licenses.
  • State Life, Accident, and Health Insurance License.
  • Medicare supplement and Long-term care License.
WORK ENVIRONMENT: The role requires visual acuity, auditory perception, and dexterity. A valid driver's license is necessary. The position involves the ability to stand, walk, sit, and use hands and fingers. The work environment is a professional office setting equipped with standard office tools.

Cognitive Skills: The role demands strong learning capabilities, critical thinking, concentration, and self-control. The Consultant must be detail-oriented and able to work collaboratively within a team. Effective interaction with colleagues and clients is essential, requiring discretion and sound judgment when necessary.

Reasonable accommodations may be provided to enable individuals with disabilities to perform essential job functions.