We do the right things, right now. We do them in a way that is
relevant to our clients. Become a part of our history as it
continues to be written!
If you are interested and qualified for this role, we invite you
The Financial Advisor directs the purchasing and selling of
financial securities on behalf of his/her clients. The Financial
Advisor assesses client current, future and retirement planning
needs. The FA is expected to take a holistic view of his/her
clients' financial needs and goals. The FA must consider and
identify clients’ investment objectives, risk tolerance, and time
horizon and then design, implement and review appropriate
FA is responsible for client development and collaborating with
other FFB lines of business to mine new client opportunities as
well as referring back to the line of business. Raymond James (RJ),
the broker/dealer for FFB provides transactional support functions
such as trading of stocks, bonds, mutual funds and other securities
and provides all reporting requirements – statements, regulatory
obligations, reconciliation, etc. All brokerage associates can
access the RJ site via internet connection using RJ VPN connection.
FA must be able to work both remotely and in an office setting.
Some local travel is required to meet with clients. Essential
• Sales Activities- 75% Service existing clients 25%
• Collaborate with all lines of business to seek client
referrals and refer clients both internal and external of
• Prospect for new clients (25%)
• Due diligence on investment products (10%)
• Conduct client meetings including new clients and review of
existing clients opportunities (75%).
• Design investment strategies; deliberate and high end client
communication. Plan and develop daily CRM to ensure strategic
client data base (15%).
• FA is responsible for achieving FA production metrics as
dictated by the Production metrics and philosophy guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform
Essential Functions of the Job:
• Experienced FAs should have 4 years experience and a proven
• Bachelor’s degree preferred but not required
• Required licenses in Series 7, 63, 65/66, insurance license
(life/health), variable annuity license. Optional: CFP, CPA
• Occasionally lifts and carries up to 10 lbs.
• Occasionally stands, walks and drives.
• Frequently sits.
Compliance Statement: The associate is responsible for meeting
all compliance requirements imposed on First Financial Bank by
State and Federal law and regulation, as well as all related First
Financial Bank policies and procedures. This includes all Bank
Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity
reporting requirements, as well as all other lending and deposit
It is our policy to not discriminate against any individual in
violation of federal, state, and local laws as it relates to age,
race, color, religion, national origin, sex, marital status,
pregnancy, gender identity, disability, sexual orientation, genetic
information, veteran/military service, or any other characteristic
protected by law.
We are an E-Verify Employer.
Posted 4 Days Ago
About Us About Us
Why choose fIRST? In part, because we believe in
•Building a great team
•Providing needs-based solutions
•Doing the right thing
•Knowing our clients
•Making a difference
•Recognizing and celebrating success