Financial Professional

First State Financial Management Company Description

First State Financial Management is a full-service investment and wealth management firm. As a subsidiary of First State Bancshares, we are a company that believes in team success. Whether it is financial advice, banking, or insurance, we work together for the betterment of our clients.

Make a Positive Impact

First State Financial Management is looking for a dynamic and driven Financial Professional to join our team.The ideal candidate for this role is outgoing, proactive, and eager to build a business with high growth potential. The candidate will leverage our premier investment and planning resources to serve all their clients’ financial needs. Are you prepared to provide financial guidance and help your clients make informed decisions while working towards their financial goals and dreams?

Responsibilities in Accordance with Our Corporate Values

Professionalism

• 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

Initiative

• Maintain awareness of economic and regulatory changes that may affect financial planning
• Actively listen to clients to best understand their needs and requests

Accountability

• Manage client portfolios
• Keep financial plans up to date

Service

• All team members are encouraged to support the communities and charities within the markets they serve

What You Can Expect

• Competitive pay and benefits package
• Variable compensation program with nocap on potential earnings
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Bachelor's degree
• FINRA Series SEI, 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)

Additional Information

Being a First Stater . . .
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference - Apply Now!

First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.