Advisor, Securities
Core
Sell securities products and services (discretionary management, mutual funds, ETFs, structured products) to members and clients, developing personalized solutions and maintaining business relationships.
Role type
Senior IC securities advisor
Builds
Integrated service offers and client retention strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, complex needs analysis, portfolio oversight, regulatory compliance, data analysis, product knowledge
Preferred skills
Industry trend monitoring, strategic goal setting
Technologies
None stated
Responsibilities
Establish advisory relationships and support client retention, Analyze and meet complex client needs, Oversee portfolios and assess customer satisfaction, Monitor industry trends and best practices, Prepare reports and recommendations, Negotiate product and service terms
Seniority
Mid-level, hands-on IC