HFA Financial Advisor - Branch
On-site · United StatesNo visa sponsorship
Core
Partner with branch staff to uncover client needs and offer appropriate financial solutions for short-term and long-term goals.
Role type
Financial Advisor (Branch)
Builds
Investment and insurance solutions for customers
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Investment sales, financial planning, coaching branch staff, cross-functional partnership (Mortgage, Business Banking, Private Bank), regulatory licensing (Series 7, 63, 65/66, Life and Health)
Preferred skills
Bachelor's degree, 2-3 years investment experience, coaching and development, exceeding sales targets, effective communication