Financial Advisor

First Seacoast Bank seeks a Financial Advisor in Dover, NH onsite to support the Wealth Department, drive client focused sales, and ensure compliance with banking, FINRA, and SEC regulations.

Responsibilities

• Drive sales of financial products and services, including managed solutions, life insurance, long term care insurance, and annuities.
• Maintain client databases, process new account openings, and track mailings and transfers.
• Prepare client proposals and gather information ahead of meetings with clients or prospects.
• Schedule meetings for Wealth Executives to facilitate client engagement.
• Oversee paperwork and systems for IRA distributions, transfers, address changes, and other service items.
• Research and prepare client reviews and maintain a detailed performance reporting framework.
• Develop and maintain a reporting process for calls used in weekly, monthly, and quarterly meetings.
• Assist in the execution of the Wealth Management Client Service Model.
• Conduct investment research as needed to support advisory decisions.
• Assist in developing client portfolio presentations for wealth management discussions.
• Provide basic information to clients and prospective clients as appropriate.
• Manage incoming service requests from clients and Wealth Executives to ensure timely responses.
• Coordinate and participate in business development activities, client events, public education seminars, and periodic meetings.
• Lead strategic outreach with clients, prospects, and centers of influence to generate appointments and referrals for FSB Wealth Management.
• Assist customers with technology inquiries regarding mobile and online banking platforms.
• Uphold high standards of customer service and ensure consistent quality across interactions.
• Perform additional duties as needed to support the Wealth Department and its goals.

Requirements

• Minimum of 3 years of relevant experience; Bachelor's degree or equivalent required.
• Customer Focus: Prioritize clients and their needs, building and sustaining productive relationships.
• Attention to Detail: Ensure accuracy across tasks and processes, accounting for all aspects of the role.
• Sales Ability/Persuasiveness: Use appropriate interpersonal styles to gain acceptance of products, services, or ideas from prospects and clients.
• Quality and Work Standards: Set and maintain high performance standards, pursuing excellence autonomously.
• Integrity: Demonstrates honesty, maintains confidentiality, and adheres to policies and procedures.

Work Conditions

• Physical surroundings are pleasant and comfortable with minimal exposure to injury or hazards and a moderate level of noise.
• Physical effort required; able to sit or stand for extended periods of time.