What are the responsibilities and job description for the Financial Advisor position at First State Financial Management?
Financial Advisor
First State Financial Management Company Description
First State Financial Management is a full-service investment and wealth management firm. As a subsidiary of First State Bancshares, we are a company that believes in team success. Whether it is financial advice, banking, or insurance, we work together for the betterment of our clients.
Make a Positive Impact
First State Financial Management is looking for a dynamic and driven Financial Advisor to join our team. The ideal candidate for this role is outgoing, proactive, and eager to build a business with high growth potential. The candidate will leverage our premier investment and planning resources to serve all their clients’ financial needs. Are you prepared to provide financial guidance and help your clients make informed decisions while working towards their financial goals and dreams?
Responsibilities in Accordance with Our Corporate Values
Professionalism
- Develop trust with clients through respect, responsive service, and transparency
- Provide sound financial planning guidance and support to clients
- Develop constructive and cooperative working relationships with other advisors and First State colleagues
Initiative
- Maintain awareness of economic and regulatory changes that may affect financial planning
- Actively listen to clients to best understand their needs and requests
Accountability
- Manage client portfolios
- Keep financial plans up to date
Service
- All team members are encouraged to support the communities and charities within the markets they serve
What You Can Expect
- Competitive pay and benefits package
- Variable compensation program with no cap on potential earnings
- 401(k) with generous employer match benefit
- Helpful, qualified, and available leadership
- A caring, stable work environment
Qualifications
- Bachelor's degree
- FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment)
- Life & Health Insurance License (or ability to obtain these within 6 months of employment)