Financial Advisor
Jobtailor
Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service. Identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Drives investment education and visibility among branch staff. Regularly meets with branch manager and other internal business partners to communicate and review business results. Qualifications 2+ years of relevant professional experience Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required Bachelor's degree #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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