Financial Advisor
Core
Provide financial and investment planning advice, sell managed products (mutual funds, ETFs, insurance, annuities), and develop comprehensive banking solutions for customers.
Role type
Senior IC Financial Advisor (Wealth Sales & Service)
Builds
Managed products, insurance, annuities, retirement savings plans, and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales of managed products, relationship management, business development, regulatory compliance, data analysis, strategic problem solving
Preferred skills
Experience with fee-based advice, mortgage and loan products, training program development
Technologies
Financial planning guidance tools, customized exception reports, tracking reports
Responsibilities
Determine client needs and provide solutions through sales of managed products; implement business development strategies to acquire new business; support achievement of sales and performance targets; conduct independent analysis to resolve strategic issues; follow risk and compliance processes; coach and advise team members on product knowledge and sales tips.
Seniority
Mid-Senior, hands-on IC
