First Bank of Clewiston
First Bank of Clewiston

20 First Bank Wealth Management Advisor Jobs Hiring Near You

... years of experience in financial advising, wealth management, financial services, or business ... First Bank is committed to our employees and customers. We believe our employees are our greatest ...

... years of experience in financial advising, wealth management, financial services, or business ... First Bank is committed to our employees and customers. We believe our employees are our greatest ...

... management. The Portfolio Manager helps ensure assigned portfolios remain compliant with bank ... This position consistently demonstrates and upholds First Bank of Wyoming's Core Values: Embrace ...

Teller

Pinedale, WY · On-site

$14.75 - $18.50/hr

Tellers are expected to uphold First Bank of Wyoming's Core Values-Embrace Responsibility, Execute ... Detect and manage risk in every transaction, including identifying counterfeit currency and ...

Teller

Sheridan, WY · On-site

$16 - $20/hr

Tellers are expected to uphold First Bank of Wyoming's Core Values-Embrace Responsibility, Execute ... Detect and manage risk in every transaction, including identifying counterfeit currency and ...

New

Relationship Manager IV

Saint Louis, MO · On-site

$132K - $165K/yr

Gain knowledge of all bank products including Cash Management, Wealth Management, International and ... First Bank generally does not hire at or near the top of the stated range. The range is driven by ...

Teller

Mountain View, WY · On-site

$17.25 - $21.50/hr

Tellers are expected to uphold First Bank of Wyoming's Core Values-Embrace Responsibility, Execute ... Detect and manage risk in every transaction, including identifying counterfeit currency and ...

New

Teller Supervisor

Huntington Beach, CA · On-site

$23.75 - $29/hr

... first point of contact for our clients and play a critical role in creating an exceptional banking ... wealth management, and insurance solutions * Meet individual and branch referral goals through ...

This position is not a remote position and is located in Clewiston, FL for a minimum of 6 months ... Follows and incorporates First Bank's Core Values. * Review reports and analyze transactions to ...

New

This position is not a remote position and is located in Clewiston, FL for a minimum of 6 months ... Follows and incorporates First Bank's Core Values. * Review reports and analyze transactions to ...

Client Advisor I

Evansville, IN · On-site

$19.95/hr

Thank you for your interest in joining First Bank. If you're looking to be part of a team that ... Partners with Business Development / Treasury Management Team to identify cross-sale or financial ...

About this Role Mortgage Home Loan Advisor (Base+Commission) Do you hate sitting in an office all ... First Bank generally does not hire at or near the top of the stated range. The range is driven by ...

Client Advisor I

Carmi, IL · On-site

$19.95/hr

Thank you for your interest in joining First Bank. If you're looking to be part of a team that ... Partners with Business Development / Treasury Management Team to identify cross-sale or financial ...

Client Advisor I

Carmi, IL · On-site

$19.95/hr

Thank you for your interest in joining First Bank. If you're looking to be part of a team that ... Partners with Business Development / Treasury Management Team to identify cross-sale or financial ...

Client Advisor I

Evansville, IN · On-site

$19.95/hr

Thank you for your interest in joining First Bank. If you're looking to be part of a team that ... Partners with Business Development / Treasury Management Team to identify cross-sale or financial ...

... ensure First Bank is in first lien position. Complete customer on-site visits and collateral inspections. Negotiate rates and terms of loans with customers and management within set guidelines.

First Bank of Clewiston Jobs Information

What is it like to work at First Bank?

First Bank is a community-focused financial institution that prioritizes customer satisfaction and employee development, fostering a culture of teamwork and community involvement.

The bank's team structure is organized around a customer-centric approach, with employees working in collaborative environments to provide personalized financial solutions. First Bank's mission is to deliver exceptional service and support to its customers, while also promoting economic growth and stability in the communities it serves.

Working at First Bank may appeal to individuals who value community involvement, customer service, and career growth opportunities in a stable and supportive work environment.

What makes First Bank an attractive place to work?

First Bank is a leading regional bank with a long history of stability and growth, offering a wide range of financial services to its customers. The company's workplace culture values innovation, collaboration, and employee development, providing opportunities for employees to grow professionally and contribute to the bank's success. By joining First Bank, individuals can pursue a career in a dynamic and supportive environment, where they can make a meaningful impact and advance their skills in a rapidly evolving industry.
What are the most popular categories at First Bank?
Infographic showing various Wealth Management Advisor job openings at First Bank in the United States as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% Physical job distribution.

Financial Advisor

First Bank

Cedar Falls, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

As a Financial Advisor with First Bank you will guide individuals and businesses in achieving their financial goals through personalized investment strategies, retirement planning, and risk management. Serving as a trusted partner, helping clients navigate complex financial decisions with confidence and clarity.
Duties include:
  • Developing customized financial plans based on clients' goals, risk tolerance, and life stages.
  • Providing expert advice on investments, retirement, estate planning, insurance, and tax strategies.
  • Monitoring client portfolios and recommending adjustments based on market conditions and life changes.
  • Building and maintaining long-term relationships with clients through regular communication and reviews.
  • Identifying and pursuing new business opportunities through referrals, networking, and outreach.
  • Staying current with financial regulations, market trends, and product offerings.
  • Collaborating with internal teams to deliver holistic financial solutions.
  • Maintaining accurate records and ensuring compliance with industry standards and company policies.
  • Other duties as assigned.

A prepared individual would possess a bachelor's degree in finance, economics, business administration, or a related field, or an equivalent combination of education and experience. Candidates must hold or be able to obtain the Securities Industry Essentials (SIE) designation, Series 6, Series 7, Series 65 or 66 licenses, and a current state Life and Health Insurance license. A Certified Financial Planner designation is preferred. The successful candidate will have at least three years of experience in financial advising, wealth management, financial services, or business development, with a demonstrated track record of generating new business, cultivating client relationships, and growing a portfolio. Strong interpersonal, analytical, and communication skills are essential, along with proficiency in financial planning software, CRM platforms, and Microsoft Office applications. Candidates should possess an entrepreneurial mindset, a passion for helping individuals and families achieve their financial goals, and a commitment to the highest ethical standards and fiduciary responsibility. Exceptional attention to detail, organizational skills, and the ability to deliver accurate financial analysis, documentation, and client reporting are critical to success in this role.
Compensation includes base salary plus commission.
First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.
Apply today!
EOE, including disability/vets