Senior Financial Advisor
Core
Managing existing and prospective clients by delivering personalized financial advice, investment strategies, and wealth solutions to mass affluent and high net-worth segments.
Role type
Senior Financial Advisor (IC)
Builds
Individualized financial plans and investment solutions
Domain
Financial Services / Wealth Management
Required skills
Consultative sales process, risk assessment, financial planning, regulatory compliance, trade order processing, community engagement, travel management
Preferred skills
Up-selling, cross-selling, client relationship management
Technologies
Investment products, banking systems, regulatory documentation
Responsibilities
Contact clients to assess investment needs and develop action plans; Use consultative sales to propose investment solutions; Develop individualized financial plans aligned to client objectives; Process trade orders and money movement instructions; Ensure accurate completion of paperwork in compliance with guidelines; Participate in community affairs to enhance business opportunities; Travel to meet clients at various locations.