Financial Advisor
Core
Establish a portfolio of bank customers by meeting financial objectives through sound advice and guidance based on deep understanding of customer financial standing and goals.
Role type
Financial Advisor (Banking)
Builds
Investment solutions and products for bank customers
Domain
Banking / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, prospecting, lead utilization, portfolio planning, investment knowledge, compliance adherence
Preferred skills
Bachelor's degree, Certified Financial Planning, Chartered Financial Consultant, Certified Retirement Specialist, 2+ years Financial Advisory experience
Technologies
N/A
Responsibilities
Provide broad range of investment solutions and products, identify and follow up on opportunities to establish customer relationships, build and maintain strong client network and pipeline, conduct investment performance and relationship reviews, keep junior level staff informed about investment products, adhere to compliance requirements
Seniority
Individual Contributor
