Financial Advisor
Core
Provide financial and investment planning and advice, delivering comprehensive banking solutions and managed products (mutual funds, ETFs, insurance, annuities) to customers.
Role type
Financial Advisor (Wealth Sales & Service)
Builds
Managed products, fee-based advice, and retirement savings plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales of managed products, relationship management, business development, regulatory compliance, data analysis, strategic initiative execution
Preferred skills
Experience with outbound calling campaigns, conducting seminars, coaching team members, designing training programs
Technologies
Customized exception reports, tracking reports, financial guidance tools
Responsibilities
Determine client needs and provide solutions through sales of managed products; implement business development strategies to acquire new business; identify opportunities for referrals to personal and commercial banking products; manage databases and provide support for analysis and data visualization; design and produce regular and ad-hoc reports and dashboards; follow through on risk and compliance processes; coach and advise others on the team.
Seniority
Mid-level (4-6 years experience)
