First Farmers Bank & Trust

AVP Financial Advisor

First Farmers Bank & Trust  •  Lafayette, IN (Onsite)  •  3 months ago
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Job Description

This position provides investment services for the customer base and community in which First Farmers serves. Coordinate the sales activity and marketing of all investment products, Promote First Farmer’s other banking services including Agriculture loan customer introductions. Maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products and comply with Raymond James Financial Services requirements.

DUTIES:

  1. Provide financial planning and investment options for FFBT clients
  2. Solicit clients outside FFBT customer base in similar services in an effort to expand current customer base
  3. Oversee day to day operational investment area functions
  4. Oversee investments of existing clients
  5. Prepare presentations for prospective clients
  6. Complete required client paperwork to open and maintain client relationships

Requirements

RELATIONSHIPS/QUALIFICATIONS:

  1. Responsible to the Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
  2. Broad knowledge of customer development and retention techniques, including prospecting and consultative selling skills
  3. 3-5 years industry experience required
  4. Series 7 and Series 66 or Series 65 licensing required
  5. Series 24 and/or willingness to obtain a Series 24 strongly preferred
  6. Ability to communicate effectively with existing and potential bank customers and fellow employees
  7. Must maintain licensing to sell annuities, mutual funds, stocks, life insurance, and other investment related products (SIE, Series 7, 66, and insurance) and comply with Raymond James Financial Services requirements

WORKING CONDITIONS:

1. Normal office environment

2. Extended viewing of computer screens

3. Moderate lifting up to 25 pounds

4. Repetitive hand and arm movement

5. Moderate business traveling

Benefits Overview:

Health & Wellness

  • Medical Insurance (eligible on date of hire) with options for High Deductible Health Plan (HDHP) and Co-Pay Plan
  • Vision Coverage
  • Dental Coverage
  • Prescription Plan
  • Wellness Incentive – earn up to $25 per pay period toward premium reduction

Financial Security

  • Life & Accidental Death & Dismemberment Insurance – 100% employer-paid
  • Short & Long-Term Disability Insurance – 100% employer-paid
  • 401(k) Plan
  • Profit Sharing Stock Option
  • Health Savings Account (HSA) contributions for HDHP participants

Paid Time Off

  • Vacation time
  • Sick Time
  • Personal Day
  • 11 Paid Holidays
  • Paid Bereavement

Additional Benefits

  • Paid time to volunteer (when representing FFBT and supervisor approved)
  • Voluntary Donated PTO Program
  • Employee Assistance Program
  • Travel Assistance Program
  • Educational Assistance Program
  • Corporate Discounts
  • Employee Referral Program
  • Stock Purchase Loan Option
  • Retirement Plan Counseling
  • Wellness Program
  • Gym Reimbursement
  • Employee Quarterly Recognition Program
  • AFLAC supplemental benefits
  • Cincinnati Life supplemental coverage
  • Family Medical Leave
  • Paid Bereavement Leave
  • Maternity Leave Policy
First Farmers Bank & Trust

About First Farmers Bank & Trust

Founded in 1885, as Mark Tully’s Exchange Bank, our institution has steadfastly committed itself to preserving the traditions of rural banking and bringing that style of service to new markets. First Farmers Bank & Trust is a privately held financial institution dedicated to serving its communities with state of the art banking products with old fashioned service. In the dynamic world of financial services, we at First Farmers pride ourselves on retaining our hometown flavor and quality customer service, while providing innovative commercial lending and deposit products at competitive rates.

First Farmers Bank & Trust now serves over 60,000 clients throughout Indiana and Illinois from 35 conveniently located branch offices and has become one of the premier community banks in the Midwest. With over 350 employees and over $1.9 billion in assets, the bank has come a long way from Mark Tully’s original Exchange and is now the largest Agricultural bank east of the Mississippi River as designated by the FDIC. But central to the bank focus is the commitment to remain an independent institution, free to change dynamically to meet the needs of its customers and communities.

At First Farmers Bank & Trust, we have always understood that our most valuable asset is the quality and commitment of our people. We have created a progressive work environment that promotes and rewards excellence. We enjoy a relaxed working atmosphere, competitive salary scale, and excellent benefits packages. First Farmers Bank & Trust promotes a healthy and happy work environment by providing a wellness and recognition program. We also provide opportunities for internal and external educational programs.

A current list of employment opportunities is available at: https://ffbt.applicantstack.com/x/openings

Please contact Guy Staska, Human Resources Advisor, with any questions at (574) 241-4588.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Converse, IN
Year Founded
1885
Website
ffbt.com
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