Financial Advisor

Provides financial and investment planning and advice in collaboration with team members Delivers comprehensive banking solutions in the customer's best interest Determines client needs and sells managed products and services, including mutual funds, ETF wrap accounts, insurance, annuities, and retirement savings plans Provides solutions through referrals to business partners Supports sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning Implements business development strategies, outbound calling campaigns, seminars, and branch employee referrals Identifies opportunities to generate referrals for personal and commercial banking products Implements relationship management plans with the lead relationship manager Develops solutions and recommendations based on business strategy and stakeholder needs Supports strategic initiatives and determines business priorities Conducts analysis and assessment to resolve strategic issues Coordinates strategic initiative activities and tracks metrics and milestones Manages databases and supports analysis, forecasting, and data visualization Produces insights, recommendations, reports, and dashboards Builds and executes change management and communication plans Provides input into operational programs Designs and develops business tools and training programs Integrates information from multiple sources to improve processes and reporting Applies a consultative sales process and enhances the client experience Introduces clients to investment strategies and develops financial plans Communicates product developments and initiatives to sales management and sales force Coaches and advises team members through joint appointments and product knowledge sharing Builds relationships with internal and external stakeholders Follows risk and compliance processes and protects customer assets and privacy Complies with regulatory, legal, and ethical requirements Identifies ways to enhance the client experience Applies the Risk Management Framework and makes risk-informed decisions aligned with business strategy Requirements Typically, between 4–6 years of relevant experience Post-secondary degree in related field of study or equivalent combination of education and experience FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses Life and Health Insurance Producer’s License Completed LTC Continuing Education Requirements Strong working knowledge of financial industry In-depth experience working with managed products and providing fee-based advice In-depth understanding of deposit and loan (including mortgage) products and banking services Technical proficiency gained through education and/or business experience In-depth verbal and written communication skills In-depth collaboration and team skills In-depth analytical and problem-solving skills In-depth influence skills In-depth data-driven decision-making skills Core Competencies Demonstrates expertise in financial and investment planning, providing comprehensive banking solutions, and implementing business development strategies. Proficient in managing client relationships, analyzing data for strategic decision-making, and ensuring compliance with regulatory requirements. Highest-signal resume keywords FINRA Series 6, 63 & 65 Licenses Life and Health Insurance Producer’s License In-Depth Experience with Managed Products Data-Driven Decision-Making Skills Strong Knowledge of Financial Industry Hard Skills Financial Planning Investment Strategies Managed Products Data Analysis Risk Management Framework Banking Services Fee-Based Advice Change Management Business Development Strategies Client Relationship Management Soft Skills Verbal Communication Written Communication Collaboration Problem-Solving Influence Skills Certifications & Qualifications FINRA Series 6 License FINRA Series 63 License FINRA Series 65 License FINRA Series 7 License FINRA Series 66 License Life and Health Insurance Producer’s License LTC Continuing Education Requirements Industry Keywords Financial Planning Investment Planning Banking Solutions Managed Products Regulatory ComplianceClient Experience Sales Performance Targets Referral Generation Strategic Initiatives Operational Programs Tools & Technologies Databases Data Visualization Tools Business Tools Reporting Software #J-18808-Ljbffr