Financial Advisor

Job Description

Job Description

As a Financial Advisor with First Bank you will guide individuals and businesses in achieving their financial goals through personalized investment strategies, retirement planning, and risk management. Serving as a trusted partner, helping clients navigate complex financial decisions with confidence and clarity.

Duties include:

• Developing customized financial plans based on clients' goals, risk tolerance, and life stages.
• Providing expert advice on investments, retirement, estate planning, insurance, and tax strategies.
• Monitoring client portfolios and recommending adjustments based on market conditions and life changes.
• Building and maintaining long-term relationships with clients through regular communication and reviews.
• Identifying and pursuing new business opportunities through referrals, networking, and outreach.
• Staying current with financial regulations, market trends, and product offerings.
• Collaborating with internal teams to deliver holistic financial solutions.
• Maintaining accurate records and ensuring compliance with industry standards and company policies.
• Other duties as assigned.

A prepared individual would possess a bachelor's degree in finance, economics, business administration, or a related field, or an equivalent combination of education and experience. Candidates must hold or be able to obtain the Securities Industry Essentials (SIE) designation, Series 6, Series 7, Series 65 or 66 licenses, and a current state Life and Health Insurance license. A Certified Financial Planner designation is preferred. The successful candidate will have at least three years of experience in financial advising, wealth management, financial services, or business development, with a demonstrated track record of generating new business, cultivating client relationships, and growing a portfolio. Strong interpersonal, analytical, and communication skills are essential, along with proficiency in financial planning software, CRM platforms, and Microsoft Office applications. Candidates should possess an entrepreneurial mindset, a passion for helping individuals and families achieve their financial goals, and a commitment to the highest ethical standards and fiduciary responsibility. Exceptional attention to detail, organizational skills, and the ability to deliver accurate financial analysis, documentation, and client reporting are critical to success in this role.

Compensation includes base salary plus commission.

First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.

Apply today!

EOE, including disability/vets