Wealth Advisor - UMassFive College FCU
Core
Deliver non-deposit investment products and insurance solutions to retail clients through a consultative, needs-based approach.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance portfolios for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, financial planning, regulatory compliance, relationship building, product knowledge (brokerage/advisory/insurance)
Preferred skills
Strong sales results, knowledge of bank-based investment market, financial planning expertise
Technologies
Microsoft Office suite, broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, deliver comprehensive financial solutions, build relationships with branch staff, meet sales goals
Seniority
Individual Contributor
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