Financial Advisor

Provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.

Requirements

• Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff
• Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning
• Perform and follow the Bank’s policies, procedures, and service standards
• Meet established sales/revenue goals
• Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
• Prepare and interpret for clients’ information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections
• Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created
• Participate in sales meetings with prospective and existing clients
• Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends
• Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position
• Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations

Benefits

• 401k Matching
• Generous Paid Time Off