Associate Financial Representative
Core
Corporate employee advisor providing investment solutions to mass affluent investors via phone and virtual channels.
Role type
Associate Financial Representative (Wealth Advisor)
Builds
Investment portfolios and financial plans for mass affluent clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advice, client transaction execution, report preparation, business judgment, issue resolution
Preferred skills
Life and Health insurance, tele-sales, financial trading, Microsoft Office, PC/data input
Technologies
Multiple PC lookup applications, Microsoft Office
Responsibilities
Deliver financial advice and conduct reviews via inbound/outbound calls, handle client transactions, prepare client reports and proposals, support independent financial advisors, research and resolve advisor and client issues
Seniority
Entry-level to Mid-level, individual contributor