Financial Advisor

Stillman Bank, a revered institution founded in 1882, with a rich history of community engagement and customer satisfaction, is seeking a knowledgeable Financial Advisor to join our dedicated team. In this role, you will provide tailored financial guidance to clients looking to manage their finances effectively. Your expertise will help individuals and businesses understand their financial options and make informed decisions to reach their financial goals. Evaluate clients' financial situations and understand their needs and goals to develop robust financial plans. Provide strategic advice across a variety of financial products and services (savings, investments, estate planning, tax obligations, and insurance). Assess the financial products and investments of clients and advise on adjustments with an eye toward optimal risk management and return. Build and maintain long-term relationships with clients to support the growth of their financial portfolio. Stay current with financial products, market trends, and compliance regulations; attend workshops and obtain certifications relevant to the industry and client needs. Prepare regular reports and updates for clients detailing their portfolio performance and necessary adjustments. Strong analytical skills and attention to detail. Proficient in financial management software and Microsoft Office. Excellent communication, interpersonal, and presentation skills. Ability to handle multiple tasks and prioritize effectively. In-depth knowledge of investment strategies and financial planning. Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Medical Insurance Dental Insurance Vision Insurance Life Insurance 401kaa415a4b-8b21-40fc-a65c-70d2b25ca29a