FirstBank · 4 hours ago
Financial Advisor
St. Louis, MO
Full-time
Onsite
Mid Level
3+ years expFirst Bank is one of the largest independent banks in the U.S., committed to its employees and clients. The Financial Advisor role involves establishing relationships with clients, understanding their financial needs, and providing suitable investment solutions while achieving sales and revenue goals.
BankingCustomer ServiceFinance
Responsibilities
Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products, with an emphasis on Advisory solutions
Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances
Build strong relationships with customers of the institution, profile and execute on new business, effectively work an existing book of business, assess customer needs and recommend the right combination of products and solutions by consistently using the prescribed sales process
Adhere to all FINRA and insurance rules and regulations, as well as to all company policies
Complete all required compliance, regulatory and subject matter training and attend various organizational required meetings
Achieve sales and revenue goals and meet certain professional growth and development goal
Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events
Participate in execution of local marketing development plan
Responsible for maintaining existing client relationships and following up with clients to manage future investment needs
Qualification
Required
FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation)
Life, Health - Variable Licenses
Strong people, sales, and relationship skills
Proven oral and written communication skills
Self-starter eager to develop and expand knowledge
Preferred
Three years financial services sales - service experience preferred
Company
FirstBank
FirstBank provides a range of financial services including personal, business, and digital banking products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-08Acquired
Leadership Team
Olusegun Alebiosu
Managing Director and CEO
Adam Sands
Chief Banking Officer
Recent News
2025-12-09
2025-11-23
Company data provided by crunchbase