Advisor, Securities
Core
Serve, prospect for, solicit, 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
personalized service offers and integrated solutions for members and clients
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
none stated
Technologies
none stated
Responsibilities
Establish advisory relationships by identifying current and potential needs and supporting client retention; Advise members and clients on specialized products, services and solutions; Collect, compile and analyze data to prepare reports and recommendations; Stay on top of the latest standards, products and services in the field.
Seniority
entry to mid-level IC