Financial Advisor
Company: First Bank
Location: Newport Beach
Posted on: October 23, 2024
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Job Description:
Position Details
Performs duties to support the personal production goals and
customer service objectives for all assigned Branches and/or book
of business. In addition, the role of the financial advisor is to
establish value-added relationships with clients and prospects, to
understand their financial needs, and to offer solutions for those
needs.
include the following. Other duties may be assigned.
Additional Details
The annual salary for this commission-based role is $64,480.00.
What Do You Need for this Position?
Financial advisors must be able to meet basic client investment
needs, including:
QUALIFICATIONS
FINRA Series Securities Industry Essentials Examination, 7, 63
registrations required; IAR (65/66 or appropriate
designation)
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.
Diversity
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.
Keywords: First Bank, Newport Beach , Financial Advisor, Accounting, Auditing , Newport Beach, California
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