Financial Planner
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of customers, determining needs and providing managed products like mutual funds and retirement plans.
Role type
Financial Planner
Builds
Lasting client relationships and business growth through managed products and services
Domain
Retail Banking / Personal Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment strategy, needs assessment, business development, relationship management, regulatory compliance
Preferred skills
Advanced financial industry knowledge, data analysis, creative problem solving
Technologies
Guidance tools, marketing promotion platforms
Responsibilities
Proactively engage with new and existing customers to identify opportunities; Implement business development strategies including outbound calling; Generate referrals for personal and commercial banking products; Support achievement of sales and performance targets; Develop and implement relationship management plans; Respond to customer investment requests and refer to partners when appropriate; Maintain current knowledge of investment products and trends.
Seniority
Mid-level, independent contributor
