Financial Advisor
Core
Establish a portfolio of bank customers by meeting their financial objectives through sound advice and guidance based on their current standing and goals.
Role type
Financial Advisor (Banking)
Builds
Client relationships and investment portfolios
Domain
Banking / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, prospecting, lead utilization, portfolio planning, compliance adherence
Preferred skills
Investment product knowledge, junior staff mentoring, community involvement
Technologies
Investment products, Financial Planning services
Responsibilities
Provide a broad range of investment solutions and products, identify and follow up on opportunities to establish customer relationships, build and maintain a strong client network, conduct investment performance reviews, keep junior level staff informed about investment products, adhere to compliance requirements
Seniority
Entry-level to Mid-level, hands-on IC
