Associate Financial Representative
Core
Corporate employee advisor providing investment solutions and financial guidance to mass affluent investors via phone and virtual channels.
Role type
Associate Financial Representative (Wealth Advisor)
Builds
Investment solutions and client service for mass affluent investors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
financial advice delivery, client transaction execution, report and proposal preparation, business judgment, issue resolution
Preferred skills
life and health insurance knowledge, tele-sales experience, financial trading experience, Microsoft Office proficiency, PC and data input skills
Technologies
Microsoft Office, web-based applications, PC lookup applications
Responsibilities
Deliver financial advice and conduct reviews via inbound/outbound calls, handle client transactions and service requests, prepare client reports and proposals, support independent financial advisors, participate in customer service training, provide feedback to management, identify sales and asset retention opportunities, research and resolve advisor and client issues
Seniority
Entry-level to Mid-level, hands-on IC