Financial Advisor

Company: Crews & Associates, Inc
Location: Little Rock
Posted on: May 25, 2023

Job Description:

Everyone here plays an integral part in helping our customers be successful and creating an environment that we can all enjoy and be proud of each day. If we do these well Crews will also be successful.ValuesCrews & Associates was founded on and continues to prosper by three core values, which we call the 'Three Legged Stool'. Treat Everyone with Respect. Do What's Right. Work Hard. These values were ingrained upon us by our founder Adron Crews and we strive each day to live up to them knowing there is always room for improvement.CultureOur culture is rooted in a passion to serve our clients beyond their expectations. We work hard and we create results. We believe in work-life balance because while our work is temporary, family is forever and must be nurtured and tended to daily. Both at work and at home, every day counts. We are dedicated to nurturing relationships.ReputationWe are honored to have the business and community reputation we have been fortunate enough to build over the years. We hope you will feel the same way. Like everyone on the team, you have an integral part in protecting and building upon it. While we know there is always room for improvement, we are also keenly aware of how quickly and easily a good reputation can be lost.Job DescriptionTo perform this job successfully, an individual must be able to perform each of the following Essential Duties satisfactorily. A reasonable accommodation may be made to enable qualified individuals with disabilities to perform the Essential Duties of the position, provided it does not create an undue hardship to Crews.Essential FunctionsThe following list is an overview and is not designed to cover or be a comprehensive list of activities, duties, or responsibilities that are required of this position. Duties, responsibilities, and activities may change at any time with or without notice. Crews may require employees to perform functions beyond those contained in this job description.Primary Role - Financial Advisory and Investment ServicesBuild new relationships and maintain existing client portfolio relationships in the bank branch local area.Develop new investment business with local businesses and banking clients.Work with the branch employees, communicating on a regular basis.Keep employees updated on Crews & Associates, Inc. products and offer training on any of those products when requested.Attend any and all bank meetings when invited.It is your responsibility to stay informed on all investment products offered by Crews & Associates, Inc.Know your clients, make only suitable recommendations using the tools available to determine risk tolerance.Analyze client portfolios and/or investments as needed to assist with future investments for income, growth or principal preservation.Physical/Mental RequirementsThe employee spends time writing, keyboarding, speaking, listening, lifting, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. The employee may operate any or all of the following:telephone, smart phone, copy and fax machines, personal computer, printers, or other equipment as directed.The employee must be able to read and understand documents, instruments, and reports; perform detailed work; and problem solve. The employee must also display proficiency in customer contact, analytical reasoning, math, language, presentation skills, and verbal and written communication. The employee must be able to effectively manage stress, multiple concurrent tasks, and constant interruptions.CompetenciesExtensive knowledge of Municipal Bonds, Stocks, Mutual Funds, and Unit Investment Trust.Extensive knowledge of Life Insurance, Fixed Annuities, and Variable Annuities.Portfolio Management and Allocation skills for managing long-term investment objectives.Ability to develop proper response to report critical issues.Must possess excellent communication and written skills related to various clients and business associates.Ability to speak effectively with customers or employees of the organization.Excellent time management skills and the ability to prioritize work.Attention to detail and problem solving skills.Excellent written and verbal communication skills.Strong organizational skills with the ability to multi-task.Work EnvironmentThe work environment is primarily in a climate controlled office building.Work ScheduleDays: Monday - FridayTime: Generally, 40 hours a week with flexibility of hours for visiting other branches and meeting clients.Lunch: At employees discretion.The Account Executive supervisor may adjust his/her work hours depending on the need.Notification to, and approval from, the employee's supervisor is required if the employee plans to be absent for any reason.Vacation Time:As outlined in the Employee HandbookWhat does Success look like?Primary Role - Financial Advisory and Investment ServicesYour actions align with the values of the 3 legged stool;Treat everyone with respectDo what's rightWork hardStarting each day with a plan for success, prepared with a list of maturities, bond calls, and balances for client contact.Having the knowledge of the client's risk tolerance and investment objectives before every meeting or phone call.Researching product performance and risk for making solid investment recommendations to clients.Building new relationships through existing clients and bank employees on a daily basis.Traveling to each branch in your territory to meet clients on a regular basis.Making investment recommendations in the best interest of the client and Crews & Associates.

Keywords: Crews & Associates, Inc, Little Rock , Financial Advisor, Accounting, Auditing , Little Rock, Arkansas