What are the responsibilities and job description for the Financial Advisor position at First National Bank?
Description
We’re looking for a Financial Advisor to join our team and help customers plan for their financial futures. In this role, you’ll work with referrals from our bank branches, provide personalized financial guidance, and offer solutions such as mutual funds, annuities, and insurance products. We are proud to be a 2025 Best Places to Work in Maine employer.
LOCATION: Bangor, Maine (On-site) Candidates must reside within commuting distance.
PAY: Base Salary Commission
Qualifications:
- Required licenses: FINRA Series 7, 63 & 65 (or 66), and Life & Health Insurance
- Bachelor’s degree or equivalent experience
- 1–2 years relevant experience preferred
- Strong communication and relationship-building skills
- Self-motivated and organized
What You’ll Do:
- Meet with clients to understand goals and provide financial advice
- Recommend investment and insurance solutions
- Build referral relationships with branch staff and in the community
- Maintain ongoing client relationships and review plans regularly
- Ensure all work follows regulatory and compliance guidelines
What We Offer:
- Competitive pay bonus plan
- Comprehensive benefits and paid time off
- Professional growth and training
- Supportive, community-focused culture
Function: This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals mutually agreed upon by the Bank and Cetera. When working with customers, the advisor will typically handle less complex accounts and will incorporate both fee-based solutions and other financial products as appropriate. These products could include: brokerage products, fixed and variable annuities, mutual funds and insurance products. The advisor provides ongoing financial advice and counseling to existing customers, and refers customers to the Bank for bank related products and services as appropriate.
Requirements
Essential Knowledge, Skills, Abilities
- Knowledge of retail investment industry preferred, including financial counseling, investment advice, and fee based, and investment product sales as well as related Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations
- Ability to effectively communicate to build strong and productive working relationships with clients and business partners, including ability to gain and maintain client trust.
- Self-directed, with ability to plan own activities to achieve sales goals.
- Good time management skills.
- PC skills and knowledge of financial software helpful.