Financial Planner
Core
Provide financial and investment planning advice to help customers achieve their financial goals through the sale of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Managed products (mutual funds, retirement savings plans) and banking solutions
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning, needs assessment, business development, relationship management, regulatory compliance, data analysis, risk management
Preferred skills
Advanced knowledge of financial industry, specialized education/experience
Technologies
Guidance tools, marketing promotion platforms
Responsibilities
Proactively engage customers to identify immediate and future financial opportunities; Implement business development strategies to acquire new business; Generate referrals for personal and commercial banking products; Develop and implement relationship management plans; Respond to customer investment requests and make recommendations; Maintain current knowledge of investment products and trends; Execute work to deliver timely and accurate service; Comply with regulatory, legal, and ethical requirements.
Seniority
Mid-level (3-5 years experience)
