Financial Advisor I — Personal Finance Planning

First Community Bank; Bluefield (WV); On-site; USD 50,000 - 70,000; Full time

Job summary

First Community Bank is seeking a Financial Advisor I to provide financial guidance based on investments, tax strategies, and risk management. The role supports Branch Manager and other Advisors, handling routine transactions while building strong client relationships.

The position requires a Bachelor’s degree or equivalent, with two years of related experience preferred. Licenses (Series 6/7/63/65 or state license) are preferred; CFP is a plus.

Qualifications

• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to build and maintain client relationships.

Responsibilities

• Meet with clients to gather, discuss, and assess financial information and goals.
• Develop strategies and plans to help clients meet financial goals based on data.
• Monitor plan performance and adjust allocations to maintain objectives.

Skills

Communication skills

Analytical skills

Interpersonal skills

Customer service

Education

Bachelor’s degree or equivalent

Tools

Brokerage platforms

Office software

Job description

First Community Bank is seeking a Financial Advisor I to provide financial guidance based on investments, tax strategies, and risk management. The role supports Branch Manager and other Advisors, handling routine transactions while building strong client relationships.

The position requires a Bachelor’s degree or equivalent, with two years of related experience preferred. Licenses (Series 6/7/63/65 or state license) are preferred; CFP is a plus.