Putting the best of interest of our clients first starts with our team. Dedicated, experienced financial professions with a passion for our clients, communities and each other.
First Financial Trust is an equal opportunity employer.
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As a true fiduciary for individuals, businesses, and non-profit organizations, we always put our clients’ best interests first, over and above any products, fees, or corporate interests.
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There are no positions available at this time.
Current Openings
Location: Leominster, MA
Description:
Meets with Clients to establish investment goals and risk tolerance. Designs an investment plan to meet objectives and invests assets accordingly. Monitors markets, economy, and specific investments and reviews with clients on a regular basis.
ESSENTIAL JOB FUNCTIONS
- Researches and monitors markets and specific investment products and securities.
- Constructs investment portfolios for clients tailored to their specific needs
- Executes trades directly with brokers to implement investment plans.
- Communicates with clients on the progress towards individual investment goals and changes in client objectives.
- Educates clients as needed.
- Ensures that the portfolios are in compliance with Reg 9 requirements.
- Participates in new business development.
- Required to participate in trainings and comply with all Bank policies and procedures, as well as Federal and State banking laws and regulations.
OTHER DUTIES AND RESPONSIBILITIES
- Performs additional duties as needed.
PREPARATION, KNOWLEDGE, SKILLS & ABILITIES
- Bachelor’s degree.
- MBA, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP) preferred.
- Minimum 3 – 5 years of experience in an investment related field.
- Knowledge of numerous investment products/security types.
- Basic understanding of taxes in relation to account types, treatment of investment income, etc.
- Strong interpersonal and communication skills.
SUPERVISORY RESPONSIBILITY
None
WORKING CONDITIONS/PHYSICAL DEMANDS
- Normal office environment.
- While performing the duties of this job, sitting is regularly required for long periods of time. The job frequently requires speaking and hearing. Specific vision abilities required including close vision and adjusting focus. Frequent computer monitor use required.
To Apply
Please mail your resume to:
Laura J. Wante
Senior Vice President – Human Resources
The Savings Bank
PO Box 30
Wakefield, MA 01880
There are no positions available at this time.
To submit your resume for future consideration, mail your resume to:
Laura J. Wante
Senior Vice President – Human Resources
The Savings Bank
PO Box 30
Wakefield, MA 01880