Advisor, Securities
Core
Serve, prospect for, and develop business relationships with members and clients to sell securities products and services through various distribution channels.
Role type
Securities Advisor (Financial Services)
Builds
Discretionary management, mutual funds, exchange-traded funds, and structured products
Domain
Financial Services / Securities
Deliverable
client delivery
Required skills
Client relationship management, needs analysis, solution design, data analysis, report preparation, negotiation, product knowledge
Preferred skills
Interpersonal savvy, nimble learning
Responsibilities
Establish advisory relationships and support client retention; advise on specialized products and solutions; collect, compile, and analyze data to prepare reports and recommendations; stay updated on latest standards and products in the field.
Seniority
Mid-level, hands-on IC