HFA Dedicated Financial Advisor - Advice Center
Core
Licensed Financial Advisor providing investment advice and financial planning via phone and web-based delivery to help clients plan for their future.
Role type
Dedicated Financial Advisor (Advice Center)
Builds
Investment and insurance solutions for client financial goals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, financial planning, risk assessment, regulatory compliance, business development, partner coaching, inbound/outbound calling
Preferred skills
Bachelor's degree, relationship management, detailed paperwork handling, proactive communication
Technologies
Web-based delivery platforms, CRM systems for record management
Responsibilities
Analyze client financial needs and recommend products, coach branch partners on investment opportunities, lead branch teams to achieve investment targets, maintain current knowledge of investment solutions and market conditions, meet service level agreements on referrals, complete required training and continuing education
Seniority
Individual Contributor, entry to mid-level