Job Description

Roles & Responsibilities

• Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
• Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
• Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
• Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Desired Candidate Profile

• Bachelor’s or master’s degree in finance or related field preferred.
• Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 5 years’ investment or sales experience required.

Financial Advisor Skills:

· Sales and Customer Service

· Personal Finance

· Reporting Skills

· Attention to Detail

· Deadline-Oriented

· Reporting Research Results

· Confidentiality

· Time Management

· Data Entry Management

· General Math Skills