Financial Advisor
Core
Build and grow a book of business by delivering personalized investment and insurance solutions to clients in the West Haverstraw market.
Role type
Financial Advisor (Sales/Advisory)
Builds
Client relationships and assets under management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Insurance sales, Business development, Networking, Client relationship management, Portfolio review
Preferred skills
None stated
Technologies
None stated
Responsibilities
Build and grow a book of business through referrals and new client development; Deliver personalized investment and insurance solutions; Partner with branch and wealth teams; Conduct portfolio reviews and recommend tailored strategies; Manage the full client lifecycle from discovery to long-term relationship management.