Wealth Advisor - Mechanics Bank
Core
Wealth Advisor delivering Non-Deposit Investment Products (NDIPs), investment, and insurance solutions to retail clients at Mechanics Bank branches.
Role type
Wealth Advisor (Financial Advisor)
Builds
Investment and insurance portfolios 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
Sales results in financial institutions, Knowledge of bank-based investment market, Investment/insurance product expertise
Technologies
Microsoft Office (PowerPoint), Broker dealer applications
Responsibilities
Solicit new and existing investments and insurance solutions, Provide needs-based financial solutions, Build relationships with branch staff to generate referrals, Meet or exceed sales goals
Seniority
Individual Contributor