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Financial Advisor in Alexandria, LA

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COMPANY

Pfied

Base Salary: Yes (amount not posted)
Total Comp: Not Listed
Location:
Industry: Financial
Benefits: Full
Customers: Medium
Car Allowance: No
Sales Cycle: salesCycle
Travel: Only in Territory
Louisiana:, Alexandria

JOB DESCRIPTION

Mar 08, 2016
First Federal Bank of Louisiana, a locally-owned, community bank that has been helping build the communities we serve for over 65 years, is currently hiring a Financial Advisor within their Central market in Alexandria, LA!

First Federal Offers:
Salary is Negotiable based on Experience
Major Medical Plan as well as Dental and Vision Insurance
Group Life Insurance/Long-Term Disability Insurance
401(k) Retirement Plan
Paid Sick Time, Holidays and Vacations
Employee Assistance Program (EAP)
Learning & Development Opportunities

Responsibilities:
Meets clients within assigned Bank territory
Interviews clients to determine clients assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and goals
Analyzes clients financial status, designs and develops timely financial plan and procedures based on analysis of data, and discusses financial options with client
Prepares and submits online documents to implement plan selected by clients
Reviews and analyzes financial performance results for clients
Maintains contact with clients to revise existing plan based on modified needs of client or changes in investment market
Refers client to others to obtain services outlined in financial plan
Buys and sells stocks and bonds for clients
Opens and services new accounts
Provides timely and appropriate account disclosures to clients and prospectuses and obtains a written signed acknowledgment by clients
Reads status reports and performs calculations to monitor clients accounts and verify transactions

Requirements:
A FINRA Series 7 and 66 (or 63 & 65) licenses but would also consider candidates with a Series 6
Louisiana Life and Health insurance license is a huge plus
A community-focused individual in the financial services industry with a passion and interest in the financial market
Clean Form U4

About First Federal:

First Federal Bank of Louisiana is a full-service, locally owned, community bank that has helped build the communities we serve for over 65 years. With 17 branches serving 10 cities in Louisiana, we are proud to offer our customers a wide variety of products and services to meet all of their financial needs. Our established Investment and Insurance divisions offer a full line of products for First Federal Bank customers. Over the years, First Federal Bank has established a reputation for fast, professional service. We believe our customers expect and deserve nothing less.