Financial Advisor
Core
Provides financial and investment planning and advice, delivering comprehensive banking solutions including managed products, insurance, and retirement plans to customers.
Role type
Financial Advisor (Wealth Sales & Service)
Builds
Managed products, insurance, annuities, retirement savings plans, and other financial solutions
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 fee-based advice, mortgage and loan products, training program development
Technologies
Financial guidance tools, customized exception reports, tracking reports, databases
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 banking products; manage databases and provide support for analysis and data visualization; design and produce regular reports and dashboards; follow risk and compliance processes to safeguard customer assets; coach and advise team members on product knowledge and sales tips.
Seniority
Mid-level (4-6 years experience)
