FirstBank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
|Territory:||State of TN|
Responsible for advising clients on financial plans utilizing knowledge of 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:
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); some college preferred; minimum two years related experience..
Required to hold securities licenses series 7 and 63and state insurance license, preferred series 65 or 66.
Must have the ability to read and comprehend moderately complex 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.
Basic math skills plus general knowledge of statistical measures such as alpha, beta, standard deviation et al.
Ability to apply common sense understanding to carry out written or oral instructions. Must have excellent listening skills to comprehend varying personal financial circumstances to allow thoughtful formulation of reasonable solutions..
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.