Investment Executive (Financial Advisor) Triad - Greenpoint, High Point, Winston Salem, NC
Core
Lead a team of licensed retail bankers to achieve sales goals for securities products and complex financial solutions while coaching staff on investment strategies.
Role type
Senior IC Investment Executive (Financial Advisor)
Builds
Securities products and financial solutions for retail clients
Domain
Banking / Wealth Management
Required skills
Coaching and mentoring, Sales planning, Client relationship management, Securities product knowledge, Risk management, Team leadership, Financial reporting, Public speaking/seminars
Preferred skills
Brokerage industry experience, Commission-driven motivation, Complex financial concept simplification
Technologies
Series 7, 66, 63, 65, Variable Annuity license
Responsibilities
Coach and train retail bankers on investment strategies and product solutions, Conduct client meetings to review accounts and close sales, Manage sales planning for self and team to achieve financial goals, Handle daily client needs and delegate tasks, Conduct internal and external seminars for business development, Maintain comprehensive knowledge of financial products through self-study
Seniority
Senior, hands-on IC