Financial Advisor
Core
Provides financial and investment planning and advice, determining client needs and delivering comprehensive banking solutions through the sales of managed products and services.
Role type
Financial Advisor (Wealth Sales & Service)
Builds
Managed products and services (mutual funds, ETF wrap accounts, insurance, annuities, retirement savings 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
Experience with fee-based advice, knowledge of deposit and loan products, training delivery
Technologies
Financial guidance tools, customized exception reports, tracking reports
Responsibilities
Determine client needs and provide solutions through the sales of managed products; implement business development strategies to acquire new business; identify opportunities to generate referrals for banking products; manage databases and provide support for analysis and data visualization; design and produce regular and ad-hoc reports and dashboards; coach and advise team members on product knowledge and sales tips; follow risk and compliance processes to safeguard customer assets.
Seniority
Mid-level (4-6 years experience)
