AVP Financial Advisor

First Farmers Bank & Trust • Lafayette, IN

7d

About The Position

This position provides investment services for the customer base and community in which First Farmers serves. Coordinate the sales activity and marketing of all investment products, Promote First Farmer’s other banking services including Agriculture loan customer introductions. Maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products and comply with Raymond James Financial Services requirements.

Requirements

• Responsible to the Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
• Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
• 3-5 years industry experience required
• Series 7 and Series 66 or Series 65 licensing required
• Ability to communicate effectively with existing and potential bank customers and fellow employees
• Must maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products (SIE, Series 7, 66, and insurance) and comply with Raymond James Financial Services requirements

Nice To Haves

• Series 24 and/or willingness to obtain a Series 24 strongly preferred

Responsibilities

• Provide financial planning and investment options for FFBT clients
• Solicit clients outside FFBT customer base in similar services in an effort to expand current customer base
• Oversee day to day operational investment area functions
• Oversee investments of existing clients
• Prepare presentations for prospective clients
• Complete required client paperwork to open and maintain client relationships

Benefits

• Medical Insurance (eligible on date of hire) with options for High Deductible Health Plan (HDHP) and Co-Pay Plan
• Vision Coverage
• Dental Coverage
• Prescription Plan
• Wellness Incentive – earn up to $25 per pay period toward premium reduction
• Life & Accidental Death & Dismemberment Insurance – 100% employer-paid
• Short & Long-Term Disability Insurance – 100% employer-paid
• 401(k) Plan
• Profit Sharing Stock Option
• Health Savings Account (HSA) contributions for HDHP participants
• Vacation time
• Sick Time
• Personal Day
• 11 Paid Holidays
• Paid Bereavement
• Paid time to volunteer (when representing FFBT and supervisor approved)
• Voluntary Donated PTO Program
• Employee Assistance Program
• Travel Assistance Program
• Educational Assistance Program
• Corporate Discounts
• Employee Referral Program
• Stock Purchase Loan Option
• Retirement Plan Counseling
• Wellness Program
• Gym Reimbursement
• Employee Quarterly Recognition Program
• AFLAC supplemental benefits
• Cincinnati Life supplemental coverage
• Family Medical Leave
• Paid Bereavement Leave
• Maternity Leave Policy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed