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Financial Advisor
Financial AdvisorBankTalent HQ • Casey, IL, United States
Financial Advisor

Financial Advisor

BankTalent HQ • Casey, IL, United States
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About Us

At First Neighbor Bank, we've been serving our community for generations with a commitment to personalized service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.

Position Summary

We are seeking an experienced and client-focused Financial Advisor to join our team. This role is dedicated to helping individuals, families, and businesses in our community build and preserve wealth through sound financial planning and investment strategies. The right candidate will be someone who values long-term relationships over transactions and takes pride in guiding clients with integrity and care.

Key Responsibilities

  • Develop and maintain strong, trust-based relationships with clients.
  • Provide investment advice and financial planning tailored to each client's goals and values.
  • Conduct regular portfolio reviews and make appropriate recommendations.
  • Educate clients on financial strategies in a way that is approachable and easy to understand.
  • Collaborate with other bank departments to ensure clients receive well-rounded financial solutions.
  • Stay current with market trends, regulatory requirements, and investment products.

Qualifications

  • Bachelor's degree in Finance, Business, or a related field (advanced credentials such as CFP, ChFC, or CFA preferred).
  • FINRA licensing (Series 7, 63, and / or 65 / 66) or ability to obtain within a designated timeframe.
  • Minimum of 2 years of experience in financial advising, investment management, or wealth planning.
  • Strong knowledge of investments, retirement planning, and risk management.
  • Excellent listening, communication, and relationship-building skills.
  • Commitment to serving clients with integrity and putting their needs first.

    • What We Offer

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits including health, dental, vision, and retirement plans.
  • Employee Owned Stock Program
  • Opportunities for professional growth and continuing education.
  • A supportive, team-oriented environment where your work makes a difference in the community.

    • At First Neighbor Bank, you'll have the opportunity to do meaningful work while building lasting relationships in the community you call home.

    Medical, Dental, Vision, 401(k), Life Insurance, Competitive Salary, Paid Time Off, and an Employee Stock Ownership Plan

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    Financial Advisor • Casey, IL, United States

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