Financial Advisor

Job Description

Job Description

First Federal Bank of Louisiana is currently seeking a Financial Advisor in the Investments Department.

About Us

First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that’s what our team strives to do in the communities we serve each and every day. Visit www.ffbla.bank to learn more. Member FDIC, Equal Housing Lender.

Summary

Sells financial products and services to clients for investment purposes. Develops and implements financial plans for individuals, businesses and organizations.

Essential Duties & Responsibilities

• Develops and builds long-term financial advisory relationships with clients
• Develops prospects from current Bank customers, referral leads, and other sources
• Makes presentations on financial services to groups to attract new clients; attends sales and trade meetings to develop new business prospects
• Interviews clients to determine assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and goals
• Analyzes clients’ financial status and develops financial plan; discusses financial options; prepares and submits documents to implement plan selected; reviews and analyzes financial performance results
• Reads status reports; performs calculations to monitor clients’ accounts; verifies transactions
• Maintains contact with clients; revises existing plan based on modified needs of client or changes in investment market
• Refers client to other areas of the Bank to obtain services outlined in financial plan
• Buys and sells stocks and bonds for clients
• Opens and services new accounts
• Ensures compliance with applicable laws and regulations; provides timely and appropriate account disclosures; obtains a written signed acknowledgment by clients
• Process operational and administrative duties as needed
• Trains Bank staff on product knowledge, referral tips, etc.
• Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.
• Contributes to team effort by accomplishing related duties, as assigned

Minimum Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a basic summary of the knowledge, skill, and / or ability required. The full job description is attached as a pdf to this job posting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Duties & Responsibilities

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL OPPORTUNITY EMPLOYER

The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.