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Financial Advisor
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Full-time
- The Financial Advisor manages client relationships, either working with a more experienced advisor or on their own.
- The Financial Advisor engages in frequent travel as directed by the necessities of the job and represents D.L. Evans Bank at industry seminars and trade conventions as required.
- High school diploma or GED required; Bachelor's degree in Finance, Accounting or related field
- The following licenses are preferred: Series 7, Series 63, and Series 65 and a life and health insurance license for the State of Idaho.
- Assists more senior financial advisors as a client relationship manager, which includes answering client questions about investment issues and updating CRM with all issues related to clients
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