Associate Financial Representative
Core
Provide investment solutions and financial advice to mass affluent investors via inbound and outbound phone calls.
Role type
Associate Financial Representative (Wealth Advisor)
Builds
Investment portfolios and financial plans for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, sales, regulatory compliance, data entry, business judgment
Preferred skills
Life and health insurance knowledge, tele-sales experience, financial trading experience, Microsoft Office proficiency
Technologies
Multiple PC lookup applications, Microsoft Office, web-based applications
Responsibilities
Conduct client reviews and deliver financial advice over the phone, execute client transactions, prepare client reports and proposals, identify new sales and asset retention opportunities, resolve advisor and client issues
Seniority
Entry-level to Mid-level, hands-on IC