Investment Executive (Financial Advisor) Atlanta, GA
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
Coaching and mentoring, Sales planning, Client relationship management, Securities product knowledge, Risk management, Team leadership
Preferred skills
Brokerage industry experience, Complex financial concept simplification
Technologies
Series 7, 66, 63, 65, Variable Annuity license
Responsibilities
Coach and train retail bankers on investment strategies, Conduct client meetings to close sales, Manage sales planning for self and team, Handle daily client needs and problems, Conduct internal and external seminars, Prepare internal sales tracking reports
Seniority
Senior, hands-on IC