Job Information
First Farmers Bank & Trust VP Financial Advisor in Kokomo, Indiana
VP Financial Advisor
Kokomo, IN
Description
POSITION SUMMARY:
This position provides investment services for the customer base and community in which First Farmers serves. Coordinate the sales activity and marketing of all investment products, Promote First Farmers other banking services including Agriculture loan customer introductions. Maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products and comply with Raymond James Financial Services requirements.
DUTIES:
- Provide financial planning and investment options for FFBT clients
- Solicit clients outside FFBT customer base in similar services in an effort to expand current customer base
- Oversee day to day operational investment area functions
- Oversee investments of existing clients
- Prepare presentations for prospective clients
- Complete required client paperwork to open and maintain client relationships