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Finance
Personal Financial Advisor
Abilene, TX
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First Financial Trust & Asset Management

VP Wealth Relationship Manager

Job Description

Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

OFFICE LOCATION

Abilene, Texas, United States

SCOPE/CONTACTS

Development of new business and retention of current accounts. The manager of this office works independently at this point but will supervise a staff as the office grows. Consequence of errors - litigation, loss of income to customer and Company, loss of account, loss of confidence and reputation, criticism by examiners and /or auditors are extremely important. Other contacts will be customers, prospective customers and other officers and employees. Outside contacts - attorneys, accountants, insurance agents, internal revenue service representatives, land men, customers, and prospects etc.

ESSENTIAL FUNCTIONS

Incumbent is responsible for the development of this office which includes becoming extremely involved in the communities in this area. Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.

MINIMUM REQUIREMENTS

Bachelor's degree in accounting or finance is required, CFA designation is preferred. Four years of trust management or law experience is preferred. Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite. Position demands accuracy, attention to detail, self-motivation, dedication, and imagination. Professional demeanor, excellent communications is essential to this position. The above statement reflects the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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