AVP Financial Advisor Job Lafayette area,Indiana USA,Sales

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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