Financial Advisor
Core
Establish a portfolio of bank customers by providing sound financial advice and guidance to meet their financial objectives and goals.
Role type
Financial Advisor (Banking)
Builds
Investment solutions and products for bank customers
Domain
Banking and Financial Services
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
Series 7, Series 63, Series 65, Series 66, Life Insurance License
Responsibilities
Provide investment solutions and products, identify and follow up on customer opportunities, build and maintain client network, conduct investment performance reviews, keep junior staff informed on investment products, adhere to compliance requirements
Seniority
Entry to Mid-level, individual contributor