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 tailored to individual customer needs Build strong partnerships with Retail Branch Managers and Centers of Influence Utilize a consultative, holistic sales process and assessment tools where appropriate Provide comprehensive, needs-based financial solutions through investment and insurance offerings Offer suitable and diversified brokerage, advisory, and insurance solutions Ensure ethical business practices and compliance with regulatory, broker-dealer, and institution requirements Deliver high-quality customer service during each customer interaction Support and motivate retail branch staff referral efforts Understand core institution products to support cross-selling and generate referrals to the institution Meet or exceed established sales goals for the assigned territory while complying 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 and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including PowerPoint 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 Strong organization skills Excellent customer service and business focus with great attention to detail Effective research and analysis skills Core Competencies Demonstrates expertise in delivering Non-Deposit Investment Products and services while providing tailored financial solutions. Strong ability to build partnerships and ensure compliance with regulatory requirements, all while achieving sales goals. Highest-signal resume keywords Investment Sales Experience Active Life Insurance License Active Series 7 Registration Excellent Customer Service Financial Planning Knowledge ATS Optimization Keywords Hard Skills Investment Products Knowledge Insurance Products Knowledge Sales Strategy Development Needs-Based Financial Solutions Consultative Sales Process Research and Analysis Skills Cross-Selling Techniques Sales Goal Achievement Soft Skills Strong Self-Motivation Excellent Communication Skills Strong Organization Skills Certifications & Qualifications Active Life Insurance License Active Series 7 Registration Active Series 63 Registration Active Series 65 or 66 Registration Industry Keywords Non-Deposit Investment Products Retail Branch Management Financial Institution Broker-Dealer Compliance Investment Market Space Tools & Technologies Microsoft Office Suite Broker Dealer Applications #J-18808-Ljbffr