Financial Advisor: Community-Focused Planning

River Bank & Trust; Daphne (AL); On-site; USD 50,000 - 75,000; Full time

Job summary

River Bank & Trust is seeking a Financial Advisor to help customers with financial planning and needs, leveraging the bank’s resources and community ties. The role emphasizes sound advice and building relationships through a client-first approach.

The position requires a Bachelor’s degree in finance or related field, 2+ years of experience, and relevant licenses (Alabama Insurance Life and Health, Series 7, Series 66). Travel within the region may be required.

Qualifications

• Bachelor’s degree in finance or related field.
• At least 2 years’ experience as a Financial Advisor or relevant experience.
• Licenses to include: Alabama Insurance Life and Health, Series 7, Series 66.

Responsibilities

• Meet with customers to assess their financial needs and goals.
• Develop strategies aligned with risk tolerance and financial objectives.
• Offer financial advice following Best Interest standard with various financial products and services.
• Guide customers through options to decisions.
• Cultivate and maintain customer relationships and community involvement.
• Maintain compliance with regulations and industry trends.
• Collaborate with internal referral network and teams.

Skills

Financial planning

Investment strategies

Customer service

Communication skills

Interpersonal skills

Detail oriented

Time management

Analytical skills

Problem-solving

Microsoft Office

Education

Bachelor’s degree in finance or related field

Licenses: Alabama Insurance Life and Health, Series 7, Series 66

Tools

Financial planning software

Web applications

CRM systems

Job description

River Bank & Trust is seeking a Financial Advisor to help customers with financial planning and needs, leveraging the bank’s resources and community ties. The role emphasizes sound advice and building relationships through a client-first approach.

The position requires a Bachelor’s degree in finance or related field, 2+ years of experience, and relevant licenses (Alabama Insurance Life and Health, Series 7, Series 66). Travel within the region may be required.