AVP Financial Advisor Job Carmel area,Indiana USA,Finance & Banking

Description

POSITION SUMMARY

This position provides investment services 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

RELATIONSHIPS/QUALIFICATIONS

Responsible to the RJFS 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

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