Financial Advisor

This position requires you to conform to legal and regulatory requirements and guidelines associated with FINRA, SEC, CISC and JPMorgan Chase

The successful Financial Advisor candidate will need to combine personal skills, resources, and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract and service relationships with clients. Responsible for assessing a client’s circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of …

Chris Hogan, Chris Hogan is a #1 national best-selling author, dynamic speaker, and financial expert. For more than a decade, Hogan has served at Ramsey Solutions, spreading a message of hope to audiences across the country as a financial coach and Ramsey Personality. Dave Ramsey maintains that commission-based financial advisers are just fine. He recommends that you hire a “pro” because “statistics show that ‘do-it-yourselfers’ are quick to jump …

The candidate will be a lead staff advisor to the financial industrys primary operations and technology committees, as well manage other industry committees and groups.

One of our partner banks seeks an experienced Investment Consultant to provide investment and insurance products and financial planning services to its customers in the areas surrounding Mifflintown and Lewistown