Financial Advisor - Birmingham, AL
Core
Establish a portfolio of bank customers by providing investment solutions, financial planning services, and expert-level portfolio planning to meet customer financial objectives.
Role type
Financial Advisor (Banking/Wealth Management)
Builds
Client relationships and investment portfolios for bank customers
Domain
Banking, Financial Services, Wealth Management
Required skills
Financial planning, investment product knowledge, prospecting, lead utilization, client relationship management, compliance adherence, portfolio planning
Preferred skills
Bachelor's degree, Certified Financial Planning (CFP), Chartered Financial Consultant (ChFC), Certified Retirement Specialist (CRS), 2+ years Financial Advisory experience
Technologies
Series 7, Series 63, Series 65, Series 66, Life Insurance License
Responsibilities
Provide 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 staff informed about investment products, adhere to compliance requirements
Seniority
Entry to Mid-level, Individual Contributor