AVP Financial Advisor
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Overview
Job Description
Description
POSITION SUMMARY:
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.
DUTIES:
- 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
Requirements
RELATIONSHIPS/QUALIFICATIONS:
- 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
- Series 24 and/or willingness to obtain a Series 24 strongly preferred
- 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
WORKING CONDITIONS:
Normal office environment
Extended viewing of computer screens
Moderate lifting up to 25 pounds
Repetitive hand and arm movement
Moderate business traveling
Benefits Overview:
Health & Wellness
- 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
Financial Security
- 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
Paid Time Off
- Vacation time
- Sick Time
- Personal Day
- 11 Paid Holidays
- Paid Bereavement
Additional Benefits
- 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
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