Do you enjoy tracking market trends? Is helping ensure money works for people your number 1 goal? Do you excel at building customer relationships?
Our business thrives when our employees thrive, which is why we strive to provide our team with ample opportunities to learn new skills and succeed professionally. If you want to have an impact on our employees, our customers, and even our community - we'd love to talk to you! As a member of our team you join a culture that:
- Encourages and supports each other
- Believes in creating financial peace of mind for our customers
- Rewards hard work and values honesty and integrity
ABOUT FIRST STATE BANK
First State Bank has been proudly providing Wisconsin with customer-focused banking services since 1933. Our mid-sized financial institution is the perfect size to offer our customers the individual attention they deserve while being large enough to provide the expertise and capabilities that they need. We are committed to remaining an independent community bank that our customers can trust with their money. We also love giving back to the community that made us so successful, so we donate our money to local organizations and volunteer at local events and programs.
Role Responsibilities
In your role as Financial Advisor, you will assist and direct customers with any and all financial plans by assessing their needs and making recommendations. You will regularly communicate with customers, review their portfolios, and determine the need for plan changes. Maintaining current and establishing new customer relationships to ensure their satisfaction with financial action will be key to your success!
Role Requirements
You will bring with you a bachelor's degree in Accounting or Finance along with current Series 7 and 66 (63/65) licenses, and insurance license. We will look for a strong knowledge of financial planning, services, accounting principles and banking concepts and the ability to communicated effectively. Having an existing and transferable book of business is highly desired. Three or more years of investment sales experience is preferable.
Wage & Benefits
We want to build long-term careers and relationships, which is why we offer our employees generous pay and benefits as well as room for career growth. A competitive salary is offered, based on skills and qualifications. Our benefits include medical, dental, vision, 401(k), paid holidays, PTO and a robust wellness program. Join us and help us serve and build relationships with our local community!
How to apply
Follow the links in this job posting or visit the careers page on our website to complete our 3-minute, mobile friendly application and voilà - you've applied for the job!
First State Bank is an Affirmative Action/Vets/Disability/Equal Opportunity Employer
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