Wealth Advisor - Mechanics Bank
On-site · United States
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs) and insurance solutions to bank branch customers.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance solutions for retail clients
Domain
Banking and Wealth Management
Required skills
Investment sales, Financial planning, Insurance solutions, Brokerage solutions, Regulatory compliance, Client relationship management
Preferred skills
Sales results in financial institutions, Bank-based investment market knowledge, Financial planning expertise
Technologies
Microsoft Office, Power Point, 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