Financial Advisor & Planner - Investment Services / Premier IRA & Brokerage
Core
Financial Advisor & Planner providing holistic financial planning, investment guidance, and relationship management for Premier account and brokerage clients.
Role type
Senior IC Financial Advisor
Builds
Client retention and asset growth within the Investment Services category
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, relationship management, investment product knowledge, regulatory compliance (FINRA), communication
Preferred skills
Complex planning collaboration, operational coordination, performance goal achievement
Technologies
Investment platforms, communication tools
Responsibilities
Provide proactive and reactive comprehensive relationship management via phone and email; Discuss portfolio, market, and economic discussions; Provide clients with holistic financial planning on retirement, savings, and education; Act as liaison between clients and internal groups; Collaborate with financial planning specialists on complex issues; Coordinate with operational teams for administrative issues