Financial Advisor (59086)

First State Community Bank; Columbia Township (MO); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive pay and benefits

Job summary

First State Financial Management is seeking a motivated Financial Advisor in Columbia, MO to serve clients with comprehensive financial planning and advisory services. You will build trust through responsive service, develop relationships with clients and collaborate with First State colleagues to deliver holistic solutions.

The role emphasizes proactive guidance, portfolio management, and staying current with market and regulatory changes to support clients’ financial goals and dreams.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 & 66 current or ability to obtain within 6 months.
• Life & Health Insurance License current or ability to obtain within 6 months.

Responsibilities

• Provide sound financial planning guidance and support to clients.
• Develop trust with clients through respect, responsive service, and transparency.
• Develop constructive and cooperative working relationships with other advisors and First State colleagues.
• Manage client portfolios and keep financial plans up to date.

Skills

Financial planning

Client relationship management

Education

FINRA Series 7 & 66

Life & Health Insurance License

Job description

Financial Advisor (59086)# Financial Advisor (59086)Columbia, FSFM - Columbia, MO 63203## OverviewPosition TypeFull Time## Description***Financial Advisor*****First State Financial Management Company Description****First State Financial Management** is a full-service investment and wealth management firm. As a subsidiary of First State Bancshares, we are a company that believes in team success. Whether it is financial advice, banking, or insurance, we work together for the betterment of our clients.**Make a Positive Impact**First State Financial Management is looking for a dynamic and driven ***Financial Advisor***to join our team. The ideal candidate for this role is outgoing, proactive, and eager to build a business with high growth potential. The candidate will leverage our premier investment and planning resources to serve all their clients’ financial needs. Are you prepared to provide financial guidance and help your clients make informed decisions while working towards their financial goals and dreams?**Responsibilities in Accordance with Our Corporate Values*****Professionalism**** Develop trust with clients through respect, responsive service, and transparency* Provide sound financial planning guidance and support to clients* Develop constructive and cooperative working relationships with other advisors and First State colleagues***Initiative**** Maintain awareness of economic and regulatory changes that may affect financial planning* Actively listen to clients to best understand their needs and requests***Accountability**** Manage client portfolios* Keep financial plans up to date***Service**** All team members are encouraged to support the communities and charities within the markets they serve**What You Can Expect*** Competitive pay and benefits package* Variable compensation program with no cap on potential earnings* 401(k) with generous employer match benefit* Helpful, qualified, and available leadership* A caring, stable work environment**Qualifications*** Bachelor's degree* FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment)* Life & Health Insurance License (or ability to obtain these within 6 months of employment)## Qualifications**Additional Information****Being a First Stater . . .** Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.Do you have what it takes to be a First Stater?Make a Difference - Apply Now!First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.