Investment Executive (Financial Advisor) Westside Detroit Metro
Based in United States
Core
Lead a team of licensed retail bankers to achieve securities sales goals and manage complex client financial profiles.
Role type
Senior IC Investment Executive (Financial Advisor)
Builds
Securities products and investment solutions for retail clients
Domain
Banking and Wealth Management
Required skills
Securities sales, team coaching, client relationship management, risk management, financial product knowledge, sales planning, internal reporting, seminar delivery, goal setting, mentorship
Preferred skills
Brokerage industry experience, complex financial concept simplification, internal/external relationship building, presentation skills
Technologies
Series 7, Series 66, Series 63, Series 65, Variable Annuity license, state insurance licenses