Wealth Advisor - Starion Bank
On-site
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to branch customers and prospective clients.
Role type
Wealth Advisor (Financial Services)
Builds
Investment and insurance solutions for retail clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
investment sales, financial planning, regulatory compliance, relationship building, consultative selling
Preferred skills
sales results, knowledge of bank-based investment market, investment/insurance product expertise
Responsibilities
Solicit new and existing investments and insurance solutions; Provide comprehensive needs-based financial solutions; Build strong relationships with retail branch staff; Meet or exceed established sales goals
Seniority
Individual Contributor