Job Description
Job DescriptionFinancial Advisor
General Information
Job Title: Financial Advisor
Location: 521 President Clinton Avenue, Suite 800, Little Rock, AR 72201
Employee Type: Exempt Full Time
Minimum Experience: 3 years
Contact Information
Name: Barbara Berry
Phone: 501-978-8681
Email: HR@crewsfs.com OR bberry@crewsfs.com
Description:
Financial Management Inc. ["FMI"] an SEC registered investment adviser and a wholly owned,
non-bank subsidiary of First Security Bancorp of Searcy, Arkansas is seeking a motivated Financial Advisor with a minimum
of 3 years experience. You will be responsible for growing and supporting client relationships,
providing investment advice and ensuring compliance with fiduciary standards. This role will require travel.
Responsibilities:
Prospect and create new client relationships
Deliver personalized investment advice to clients
Conduct portfolio reviews and make investment recommendations
Travel to meet with clients and prospects as needed
Maintain compliance with firm policies and regulatory requirements
Work Schedule:
Monday - Friday
Generally, 40 hours a week from 8:00 a.m. to 5:00 p.m.
Requirements:
Qualifications:
Active Series 65 license required
Minimum 3 years of investment advisory experience
Strong Communcation and client service skills
Ability to work independently and as part of a team
Willingness and ability to travel
Competencies:
Knowledge of financial concepts, calculations and verbiage
Proficiency in Microsoft Office
Excellent time management skills and the ability to prioritize work
Attention to detail and problem solving skills
Strong organizational skills with the ability to multi-task
Work Environment:
The work environment is primarily in a climate-controlled office building. The employee may spend time writing, keyboarding,
speaking, listening, lifting, carrying, seeing (such as close, color, and peripheral vision, depth perception and adjusted focus),
sitting, pulling, walking, standing. The employee may operate any or all of the following: telephone, smart phone, copy and fax
machines, personal computer, printers and other equipment as directed.
Summary
Everyone at FMI plays an integral part in helping our clients be successful and creating an environment that we can all enjoy and be
proud of each day. If we do these well, FMI will continue to be successful.
FMI has strong values in
Integrity: Placing the interest of our clients above our own
Flexibility & Agility: Being responsive to changes in the market environment
Customer Service Excellence: Exceeding client expectation with every opportunity
Effective Communication: Listening carefully to understand our clients' goals and concerns and explaining our recommendations clearly
Our Culture is rooted in a passion to serve our clients beyond their expectations. We work hard and we create results. We believe in
a work-life balance because while our work is temporary, Family is forever and must be nurtured and tended to daily. Both at work and
at home, EVERYDAY counts. FMI will continue to be dedicated to nurturing relationships.