FirstBank is an Equal Opportunity Employer. We encourage minority and female applicants to apply.
Territory: | Memphis, TN |
Summary:
Responsible for advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Essential Duties and Responsibilities:
Standard:
Standard:
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with the disabilities to perform essential functions.
Education and /or Experience
High School diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.
Licenses
Required to be a securities licenser (minimum 6/63), state insurance licenser, preferred series 7
Language Skills
Must have the ability to read and comprehend simple instructions, short correspondence and memos. The associate should also have the ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Must also have the ability to deal with problems involving a few concrete variables in standardized situations.
Computer Skills
To perform this job successfully, and individual should have knowledge of Database software; and Word Processing software.
All statements are intended to describe the general nature and levels of work assigned to the job and are not intended to be an exhaustive list of all responsibilities, duties and skills required for personnel classified within the category.