Wealth Advisor - Dime Community Bank
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to retail clients at a specific bank branch.
Role type
Wealth Advisor (Financial Services)
Builds
Investment and insurance solutions for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
investment sales, financial planning, regulatory compliance, relationship building, consultative selling
Preferred skills
sales results in investment clients, knowledge of bank-based investment market, investment/insurance product expertise
Technologies
Microsoft Office suite (PowerPoint, etc.)
Responsibilities
solicit new and existing investments and insurance solutions, deliver comprehensive financial solutions, meet or exceed sales goals, build relationships with branch staff, ensure regulatory compliance
Seniority
Individual Contributor, entry-to-mid level