Financial Adviser AIFA: Everyday Banking (FAIS)
Core
FAIS licensed financial adviser providing long-term insurance and investment advice to clients, conducting financial needs analysis, and implementing approved product solutions.
Role type
FAIS licensed financial adviser (long-term insurance and investment)
Builds
Insurance policies and investment portfolios for individual clients
Domain
Financial services / Long-term insurance and investment
Deliverable
client delivery
Required skills
Financial planning, Financial Needs Analysis (FNA), product recommendation, client relationship management, compliance documentation, sales pipeline management, practice management, coaching
Preferred skills
None stated
Technologies
Avalon (Financial Needs Analysis tool), Commission system
Responsibilities
Conduct Financial Needs Analysis (FNA) to assess client needs; Present and implement FAIS-approved product recommendations; Review client portfolios annually; Manage sales targets and lead conversion; Coach and mentor adviser assistants; Maintain Fit and Proper status and compliance records
Seniority
Mid-level individual contributor with practice management responsibilities