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About the Position

Financial Consultant

Location: Augusta

Develop and implement comprehensive financial and investment plans for clients and potential clients.    


Essential Duties and Responsibilities
  • Work with existing clients of the bank in creating or overseeing a personalized financial plan
  • Seek, obtain, and retain new clients for financial planning from outside of the existing bank clientele
  • Assist all clients in establishing, creating and planning to meet their financial goals across the 5 basic areas of financial planning: Cash flow, Saving strategies, Risk management, Investing and Estate planning.
  • Ongoing asset management responsibilities consistent with the duties listed above.
  • Achieve appropriate licenses for industry standards and be appointed to, and remain licensed with, the governing bodies FINRA, SEC and the bank’s broker-dealer and RIA.
  • Maintain a level of technical knowledge through membership in professional associations and participation in various seminars and educational programs.
  • Partner with commercial lenders, customer service representatives, and other bank staff to promote the bank’s investment services program.


  • Bachelor’s degree, or at least 5 years of related financial related field experience, or an equivalent combination of education and experience.
  • Proficiency in using personal computers and office products (e.g., Word, Excel).Familiarity with report–writing or spreadsheet software preferred.
  • Ability to compute basic to moderately complex financial concepts.
  • Basic problem-solving and analytical skills.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Effective oral and written communication skills.
  • Ability to speak effectively before groups of employees of organization.

Certificates, Licenses, Registrations

  • Any current Series license is a plus, especially (7) and (66)
  • CFP ® or other industry designation is a plus