Skip to main content

Financial Consultant

JOB SUMMARY:

Responsible for managing overall personal investment services and sales.  Responsible for the sales of brokerage services which include stock, bonds, and mutual funds.  Provides advice for clients regarding financial matters.  Recommends best ways to utilize their money and advises and educates them regarding available products.

Required Licenses:  Series 7, 66; Life, Health and Annuity license

ESSENTIAL DUTIES:

  • Establish value-added relationships with customers to understand their financial needs and offer solutions
  • Retirement planning
  • College Education planning
  • Protection of assets from healthcare expense
  • Estate Tax planning
  • Risk Management
  • Asset Management
  • Portfolio and Security Analysis
  • Insurance solutions including life, disability, and Long-Term-Care
  • Prospect within the financial institution by establishing relationships with customer contact associates
  • Engage in activities that enable access to those customers who may not frequently use the branch system
  • Prospect outside the financial institution, bringing in new customer relationships
  • Cross-Sell core banking products to clients
  • A & B client account reviews
  • Business planning, marketing campaigns and vision casting

 PHYSICAL AND MENTAL REQUIREMENTS OF THE JOB:

  •  Great communication skills
  • Good mathematical skill
  • Traveling
  • Sitting for longer periods of time
  • Character – honesty, work ethic and team orientation
  • Chemistry – fits in with the social and cultural values of the institution
  • Competence – relevant product knowledge and required skills to execute business model
  • Ability to handle stressful situations
  • Team player

If you are interested in submitting your resume, please email customercare@firstcitybank.com or stop in Monday – Friday 9am-5pm at First City Bank, 135 Perry Ave SE, Fort Walton Beach, FL 32548 and ask for Human Resources.

*First City Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities and a Drug Free Workplace*