Financial Advisor

Job duties:

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
• Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
• Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
• Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

• Minimum Education:High School Diploma, with CFP designation preferred
• Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
• Experience working in a bank or credit union environment preferred
• Exceptional interpersonal skills to engage with internal and external business partners
• Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
• Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
• Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
• Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
• Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
• Ability to assess individual client needs and foster strong relationships
• Proficiency with basic to complex mathematical calculations
• Working knowledge of Microsoft Office Suite and financial planning software
• Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
• Certification/License: Series 7, 63, 65/66FINRA licenses, Life & Disability Insurance license

Benefits options include:

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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First Tech is not currently offering Visa sponsorship for this position

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