Wealth Advisor - UMassFive College FCU
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to retail clients at a specific branch.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance solutions for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Financial planning, Insurance solutions, Brokerage solutions, Regulatory compliance, Client relationship management
Preferred skills
Sales results in investment clients, Bank-based investment market knowledge, Investment/insurance product knowledge
Technologies
Microsoft Office, Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide needs-based financial solutions, Build relationships with retail branch staff, Meet or exceed sales goals
Seniority
Individual Contributor