Financial Advisor - Montgomeryville, PA
Core
Financial Advisor providing financial planning guidance and selling investment management solutions to achieve client goals in asset accumulation, preservation, growth, and protection.
Role type
Financial Advisor (3-year program)
Builds
Investment management solutions and financial plans
Domain
Wealth Management / Financial Services
Required skills
Financial planning, Investment sales, Client relationship management, Regulatory compliance, Sales goal achievement, Wealth product knowledge
Preferred skills
Bachelor's degree, Consulting sales experience, Team mentoring
Technologies
SIE, Series 7, Series 63, Series 66, L&H
Responsibilities
Conduct client discovery and financial needs analysis, Execute Annual Client Reviews, Meet quarterly and annual sales goals, Refer clients to Retail and Wealth partners, Ensure regulatory compliance and continuing education, Provide coaching and feedback to retail staff
Seniority
Mid-level, hands-on IC