Wealth Advisor - Mechanics Bank
Core
Wealth Advisor delivering non-deposit investment products and insurance solutions to retail bank customers via a consultative, needs-based approach.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance solutions for retail clients
Domain
Banking and Wealth Management
Deliverable
product features
Required skills
Investment sales, Financial planning, Insurance solutions, Regulatory compliance, Client relationship management, Cross-selling
Preferred skills
Strong sales results, Bank-based investment market knowledge, Investment/insurance product expertise
Technologies
Microsoft Office (PowerPoint), Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide comprehensive financial solutions, Build relationships with retail branch staff, Meet or exceed sales goals
Seniority
Individual Contributor