Financial Advisor
Core
Consults with clients to identify goals and risk appetite, providing investment strategies and solutions to maximize sales efforts.
Role type
Senior Financial Advisor (Sales & Advisory)
Builds
Client investment strategies and sales solutions
Domain
Wealth Management / Securities
Deliverable
client delivery
Required skills
Securities industry knowledge, sales, risk assessment, concentrated position management, Salesforce documentation, market monitoring
Preferred skills
Options expertise, CFP designation
Technologies
Salesforce
Responsibilities
Consult clients on goals and risk, develop client profiles, educate clients on investment strategies, collaborate with traders on execution, document client interactions, monitor markets for strategy decisions, set personal sales goals, conduct preliminary analysis, interact with management committees
Seniority
Senior, hands-on IC with leadership