Duration of Job: Either Full or Part Time, more than 6 months
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Job Summary:
Requirements:
Bachelor degree in business or equivalent. Have passed Series 7, Series 63, Series 65 or Series 66. Pass background and credit check, and pre employment chemical drug screen.
Applications will also be evaluated based on: Demonstrated excellent managerial, analytical and interpersonal communication skills. Ability to demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities ( knowledge may be gained through coursework and on the job training ).
Job Description:
Assess client financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Develop financial strategies by guiding client to establish financial goals; match goals to situation with appropriate financial plans. Monitor client financial situation by tracking changes in wealth and life circumstances; analyze financial plan results; identify and evaluate new financial strategies; recommend changes in goals and plans. Update job knowledge by tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read professional and technical publications; maintain personal networks; participate in professional organizations. Keep up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and complete all required, annual required, or job specific training.
Hours: Full time, days, 40 hours per week
We are proud to be an EEO / AA employer M / F / D / V.
We maintain a drug free workplace.
Job Classification: Personal Financial Advisors
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Compensation
Salary: $0.00
per
Other
Additional Benefit Information: Benefit package
Job Requirements
Experience Required: None
Education Required: Bachelors
Minimum Age: 18
Gender: N/A
Employer Will Perform:
Background Check, Drug Test
Please remember, to apply for these jobs you must be a U.S. Citizen, a Legal
Permanent Resident, or otherwise authorized to work in the United States.
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