Senior Financial Representative
Core
Senior Financial Representative providing investment solutions and holistic financial planning to mass affluent investors via phone and virtual channels.
Role type
Senior Financial Representative (Wealth Advisor)
Builds
Investment accounts, financial plans, and client relationships for mass affluent investors
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, investment allocation, tax planning, estate planning, insurance planning, consultative sales, client relationship management, risk mitigation, compliance adherence
Preferred skills
Life & Health insurance expertise, CFP certification, financial tele-sales experience, trading experience, call center experience
Technologies
Microsoft Office, web-based applications, PC lookup applications
Responsibilities
Manage client relationships via incoming calls, emails, and proactive outreach; analyze client data to develop and maintain financial solutions; execute consultative sales for asset growth and wallet share consolidation; ensure book maintenance and regulatory compliance; mitigate fraud and operational risk
Seniority
Senior, hands-on IC