Wealth Advisor

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 Establish partnerships with Retail Branch Managers and Centers of Influence Utilize a consultative, holistic sales process and assessment tools Provide comprehensive, needs-based financial solutions through brokerage, advisory, and insurance products Employ ethical business practices and ensure compliance with regulatory, broker-dealer, and institutional requirements Deliver high-quality customer service 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 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 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 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 providing advice-based financial solutions while ensuring compliance with regulatory requirements. Proven ability to build relationships, meet sales goals, and deliver high-quality customer service in the investment market. Highest-signal resume keywords Investment Sales Experience Active Life Insurance License Active Series 7 Registration Excellent Knowledge of Investment Products Strong Customer Service Skills ATS Optimization Keywords Hard Skills Financial Planning Sales Strategy Needs-Based Financial Solutions Brokerage Products Advisory Services Insurance Products Research and Analysis Cross-Selling Sales Goal Achievement Consultative Sales Process Soft Skills Strong Self-Motivation Excellent Communication Skills Strong Organization Skills 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 Clients Financial Institution Investment Market Compliance Ethical Business Practices Customer Interaction Branch Partnerships Referral Efforts Investment Solutions Tools & Technologies Microsoft Office Suite PowerPoint Broker Dealer Applications #J-18808-Ljbffr