Sr. Associate, Financial Advisor

First National Bank

112d

About The Position

The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. This role serves as an advisor to affluent clients with sophisticated investment needs, meeting regularly with clients to assess their financial situation, determine investment objectives, and risk tolerance. The position also involves developing networks with third party referral sources to generate new business and partnering with internal bank specialists to provide a full array of expertise to clients.

Requirements

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship management experience.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
• Ability to communicate confidently with customers and prospects demonstrating poise while speaking.
• Exceptional verbal and written communication including presentations and recommendations.
• Understands and contributes to intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Responsibilities

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance.
• Develops networks with third party referral sources to develop new business.
• Partners with internal bank specialists to provide a full array of expertise to clients.

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees