Associate Financial Consultant - RIS - Mt. Juliet, TN
Core
Assists Financial Advisors in establishing a portfolio of bank customers by providing guidance and advice to meet financial objectives.
Role type
Associate Financial Consultant (Investment Services)
Builds
Customer investment portfolios for bank clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer engagement, financial goal analysis, investment product knowledge, meeting scheduling, branch coverage support
Preferred skills
Life Insurance License, FINRA registrations (Series 6, 7, 63, 65, 66)
Responsibilities
Establish joint appointments with Financial Advisors and customers, prepare and schedule meetings, cover branches without dedicated advisors, respond to customer and advisor requests, update customer information, complete training modules, educate self on investment products, partner with branch staff
Seniority
Entry-level, support role