VACU Investment Group Financial Advisor - Opportunities available in Richmond, VA and Roanoke, VA
Based in United States
Core
Establish value-added relationships with members to understand financial needs and offer solutions.
Role type
Financial Advisor / Investment Consultant
Builds
Wealth management solutions for members
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Prospecting, relationship building, selling financial products, customer relationship management, compliance training, financial analysis
Preferred skills
CFP® certification, marketing knowledge
Technologies
N/A
Responsibilities
Generate referrals from internal associates, prospect for external clients, sell financial products, manage customer relationships to increase wallet share, complete compliance training
Seniority
Mid-level, 2+ years experience