Raymond James Financial Advisor
Summary
| Title: | Raymond James Financial Advisor |
|---|---|
| ID: | 1356 |
| Branch/Location: | Peru Square |
| Availability: | Full Time |
| Department: | Investments/Raymond James |
| Job Type: | N/A |
Description
RAYMOND JAMES FINANCIAL ADVISOR
DEPARTMENT: Investments
CLASSIFICATION: Exempt
REPORTS TO: Raymond James Financial Services Branch Manager-Operations
SUPERVISES: None
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 requirements.
DUTIES:
1. Provide financial planning and investment options for bank clients
2. Solicit clients outside bank's customer base in similar services in an effort to expand current customer base
3. Provide day to day operational investment area functions
4. Oversee investments of existing clients
5. Prepare presentations for prospective clients
6. Complete required client paperwork to open and maintain client relationships
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Raymond James Financial Services Branch Manager-Operations for the fulfillment of functions and responsibilities assigned
2. Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
3. Ability to communicate effectively with existing and potential bank customers and fellow employees
4. Must maintain licensing to sell annuities, mutual funds, stocks, life insurance and other investment related products and comply with Raymond James Financial requirements.
5. Must maintain licenses which include Series 63, 65 (or equivalent 66), 7, and life and health Insurance license
WORKING CONDITIONS:
1. Normal office environment
2. Extended viewing of computer screens
3. Moderate lifting up to 25 pounds
4. Repetitive hand and arm movement
5. Moderate business traveling
First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.
DEPARTMENT: Investments
CLASSIFICATION: Exempt
REPORTS TO: Raymond James Financial Services Branch Manager-Operations
SUPERVISES: None
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 requirements.
DUTIES:
1. Provide financial planning and investment options for bank clients
2. Solicit clients outside bank's customer base in similar services in an effort to expand current customer base
3. Provide day to day operational investment area functions
4. Oversee investments of existing clients
5. Prepare presentations for prospective clients
6. Complete required client paperwork to open and maintain client relationships
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Raymond James Financial Services Branch Manager-Operations for the fulfillment of functions and responsibilities assigned
2. Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
3. Ability to communicate effectively with existing and potential bank customers and fellow employees
4. Must maintain licensing to sell annuities, mutual funds, stocks, life insurance and other investment related products and comply with Raymond James Financial requirements.
5. Must maintain licenses which include Series 63, 65 (or equivalent 66), 7, and life and health Insurance license
WORKING CONDITIONS:
1. Normal office environment
2. Extended viewing of computer screens
3. Moderate lifting up to 25 pounds
4. Repetitive hand and arm movement
5. Moderate business traveling
First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.
This opening is closed and is no longer accepting applications
