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
Client relationships and investment portfolios
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial planning, prospecting, lead utilization, portfolio planning, compliance adherence
Preferred skills
Bachelor's degree, Certified Financial Planning, Chartered Financial Consultant, Certified Retirement Specialist, 2+ years of Financial Advisory experience
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 and relationship reviews, keep junior level staff informed about investment products, adhere to compliance requirements
