Financial Advisor
Core
Provides financial and investment planning and advice, delivering comprehensive banking solutions by selling managed products and services to customers.
Role type
Financial Advisor (Wealth Sales & Service)
Builds
Managed products (mutual funds, ETFs, insurance, annuities), retirement plans, and banking solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales of managed products, relationship management, business development, regulatory compliance, data analysis
Preferred skills
Strategic initiative execution, change management, training program development
Technologies
Financial 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; manage databases and provide support for analysis and forecasting; follow risk and compliance processes to safeguard customer assets
Seniority
Mid-level (4-6 years experience)
