Financial Advisor

3.4 First Banks – Vallejo, CA 11 days ago
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Financial Advisor

Our Financial Advisors enjoy the ability to work as an individual practitioner with your clients as well as help train and develop a staff of licensed bankers who look to you for mentoring. In this role, you will find encouraging bank partners interested in helping you build strong relationships with current and prospective clients and who seek the same in return. You will experience a commitment to your continued professional development that emphasizes your individual career path. You will be embraced by a culture whose commitment to hard work, remaining compliant, setting and achieving high goals, and vision of long-term success is presented as our calling card.

What You Need for this Position
  • College degree or related work experience
  • NASD Series 7 and 63, state Health and Life licenses required
  • Must have a proven track record of sales and a willingness to adapt
  • Must be able to clearly articulate complex concepts to clients and bank branch staff and have excellent verbal and written communication skills
  • Must be familiar with current regulations and practices in the securities industry
  • Responsible for personal adherence to defined Service Quality Standards and Policy and Procedures Manual, demonstrate effective time management skills and a defined sales process
  • Basic computer skills are helpful
What’s In It for You
  • Vacation
  • Commission Pay Structure
  • 401(k)
  • Medical
  • Dental
  • Vision
  • Flexible Spending
Full-time/Part-time: Full-time
Employment Type: Regular Employee
Requisition #: req56
Location: Vallejo
About Us
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
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