Financial Advisor / Registered Representative (Series 7)

Job Summary As a Series 7 Financial Advisor at our bank, your primary responsibility is to foster and strengthen client relationships by offering tailored investment advice and comprehensive financial planning. You will manage and expand an existing clientele by providing high-quality guidance through face-to-face consultations. Additionally, you will evaluate each client's financial profile, life priorities, and risk tolerance to develop and implement personalized financial plans and brokerage investment strategies. Required Qualifications Candidates must hold Series 7 registration and Series 66 (or equivalent 63/65) registration. A minimum of 1-2 years of experience in the financial services industry, ideally within a sales-based investment setting. Applicants should possess a Bachelor's degree or comparable work experience. Proficiency with planning software and the Microsoft Office suite is preferred. To succeed in this role, exceptional verbal and written communication skills are necessary for clearly explaining complex financial concepts to clients. The ideal candidate will demonstrate a collaborative team mindset, willingness to participate in community events, and a self-starter attitude with keen attention to detail. The compensation for this position ranges from $40,000 to $80,000, depending on experience, with additional earnings available through commission. Citizens National Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.

Job Type:

Full-time Pay:

$40,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Health savings account Life insurance Paid time off

Work Location:

In person