Financial Advisor

First Bank • Cedar Falls, IA

38d • Onsite

About The Position

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. You will serve as a trusted partner, helping clients navigate complex financial decisions with confidence and clarity.

Requirements

• Bachelor's degree in finance, economics, business administration, or a related field, or an equivalent combination of education and experience.
• 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.
• 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.
• Proficiency in financial planning software, CRM platforms, and Microsoft Office applications.
• An entrepreneurial mindset.
• A passion for helping individuals and families achieve their financial goals.
• 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.

Nice To Haves

• Certified Financial Planner designation is preferred.

Responsibilities

• 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.

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
• a wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level