AVP Financial Advisor

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 :

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