Financial Advisor (59086)

Responsibilities

• 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.
• Maintain awareness of economic and regulatory changes that may affect financial planning.
• Actively listen to clients to best understand their needs and requests.
• Manage client portfolios.
• Keep financial plans up to date.

Qualifications

• Bachelor's degree.
• FINRA Series 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).

Benefits

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

About the role

First State Financial Management is a full-service investment and wealth management firm. We believe in team success and offer a range of services including financial advice, banking, and insurance. We are seeking a dynamic Financial Advisor who can leverage our premier investment and planning resources to serve all clients' financial needs.