About this role
Client Relationship Advisor (59056) at First State Bancshares Inc.. Location: Farmington, Missouri, United States. Role: engaging clients, developing plans, processing transactions Requirements: Relationship-driven advisor experience; 2+ years financial services/banking/wealth management preferred. Series 7 and 66, Life/Health/Annuity licenses (or ability to obtain), CRM and financial planning software experience, strong communication and organization. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, client tracking tools, financial planning software Certifications: series 7, series 66, life health and annuity Commitment: Full Time Workplace: Onsite Languages: English