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 financial solutions including 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
none stated
Technologies
none stated
Responsibilities
Establish advisory relationships by identifying current and potential client needs; Advise members and clients on specialized products, services, and solutions; Collect, compile, and analyze data to prepare reports and recommendations; Stay updated on the latest standards, products, and services in the field
Seniority
Mid-level, hands-on IC