Wealth Advisor

Act as a dedicated representative assigned to a specific branch or multiple branches Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers and prospective customers Provide advice-based financial solutions for an assigned book of business Solicit new and existing investments and insurance solutions from retail clients Build partnerships with Retail Branch Managers and Centers of Influence Utilize a consultative, holistic sales process and assessment tools Provide comprehensive investment and insurance solutions tailored to client needs and objectives Ensure compliance with regulatory, broker-dealer, and institution requirements Deliver a high-quality customer service experience during each customer interaction Build relationships with retail branch staff and support referral efforts Understand core institution products to support cross-selling and generate referrals Meet or exceed established sales goals while ensuring compliance with applicable policies, procedures, and regulations Requirements High school diploma or equivalent (Bachelor’s Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Active State Applicable Life Insurance License Active Series 7 Registration Active Series 63 Registration (if required by the state of hire) Active Series 65 or 66 Registration (if required by the state of hire; if required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space Excellent knowledge of investment/insurance products and financial planning Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Core Competencies Demonstrates expertise in delivering Non-Deposit Investment Products and services while ensuring compliance with regulatory requirements. Proven ability to build relationships, provide tailored financial solutions, and achieve sales goals in a consultative sales environment. Highest-signal resume keywords Investment Sales Experience Active Life Insurance License Active Series 7 Registration Active Series 63 Registration Excellent Customer Service Skills ATS Optimization Keywords Hard Skills Financial Planning Investment Products Knowledge Sales Strategy Development Regulatory Compliance Consultative Sales Process Soft Skills Strong Organization Skills Excellent Communication Skills Self-Motivation Attention to Detail Interpersonal Skills Certifications & Qualifications Active Life Insurance License Active Series 7 Registration Active Series 63 Registration Active Series 65 Registration Active Series 66 Registration Industry Keywords Non-Deposit Investment Products Retail Banking Investment Market Client Relationship Management Cross-Selling Tools & Technologies Microsoft Office Suite Broker Dealer Applications #J-18808-Ljbffr Jobtailor