What are the responsibilities and job description for the Financial Advisor position at FIRST NEIGHBOR BANK NA?
About Us
At First Neighbor Bank, we've been serving our community for generations with a commitment to personalized service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.
Position Summary
We are seeking an experienced and client-focused Financial Advisor to join our team. This role is dedicated to helping individuals, families, and businesses in our community build and preserve wealth through sound financial planning and investment strategies. The right candidate will be someone who values long-term relationships over transactions and takes pride in guiding clients with integrity and care.
Key Responsibilities
Develop and maintain strong, trust-based relationships with clients.
Provide investment advice and financial planning tailored to each client's goals and values.
Conduct regular portfolio reviews and make appropriate recommendations.
Educate clients on financial strategies in a way that is approachable and easy to understand.
Collaborate with other bank departments to ensure clients receive well-rounded financial solutions.
Stay current with market trends, regulatory requirements, and investment products.
What We Offer
Competitive salary range of $50,000-$80,000 with performance-based incentives.
Comprehensive benefits including health, dental, vision, and retirement plans.
- Employee Owned Stock Program
Opportunities for professional growth and continuing education.
A supportive, team-oriented environment where your work makes a difference in the community.
At First Neighbor Bank, you'll have the opportunity to do meaningful work while building lasting relationships in the community you call home.
Bachelor's degree in Finance, Business, or a related field (advanced credentials such as CFP®, ChFC®, or CFA® preferred).
FINRA licensing (Series 7, 63, and/or 65/66) or ability to obtain within a designated timeframe.
Minimum of 2 years of experience in financial advising, investment management, or wealth planning.
Strong knowledge of investments, retirement planning, and risk management.
Excellent listening, communication, and relationship-building skills.
Commitment to serving clients with integrity and putting their needs first.
Salary : $50,000 - $80,000