Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il
Core
Lead a team of licensed retail bankers to achieve securities sales goals and provide complex financial solutions to clients.
Role type
Senior IC Investment Executive (Financial Advisor)
Builds
Securities products and financial solutions for retail clients
Domain
Banking / Wealth Management
Required skills
Securities sales, team coaching, client relationship management, risk management, financial product knowledge, sales planning, internal reporting, seminar delivery, task delegation, goal setting
Preferred skills
Brokerage industry experience, complex financial concept simplification, internal/external client relationship building, sales presentation skills
Technologies
Series 7, Series 66, Series 63, Series 65, Variable Annuity license
Responsibilities
Achieve sales goals and manage team performance; Conduct coaching sessions and client meetings; Handle client needs and prioritize tasks; Prepare internal sales reports; Coordinate team communication; Conduct business development seminars.
Seniority
Senior, hands-on IC