What are the responsibilities and job description for the Financial Advisor Assistant - Financial Planning/Wealth Management position at First Western Bank?
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First Western Financial is seeking a Financial Advisor Assistant in Rogers, to provide support to our Financial Advisors. This person will perform a variety of tasks and help keep long term projects on track; while being able to prioritize more urgent requests as they arise. Daily activity can include interactions on the phone and in person with clients and partner companies, ensuring accuracy of applications, handling service needs, and preparing reports. Qualifying applicants should have strong oral and written communication skills, possess a high level of organizational skills to keep self on task, be detail oriented, have flexibility in their assigned duties, be able to meet deadlines regularly, think strategically, and be a self-starter that requires little oversight or management. Applicant will interact with all levels of staff and customers; positive personality and confidentiality is expected. Experience as a Financial Assistant is preferred. First Western is a full-service financial company offering traditional banking, mortgage, insurance, and investment services. We offer a competitive salary and benefit package, based on qualifications and experience. Applicants must pass a criminal background check, consumer credit check, as well as a drug screening. EOE |