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 Acquires, expands and maintains client relationships through business development and client networking Grows client loyalty and share of wallet through an exceptional client experience Applies product and procedural knowledge to solve client problems appropriately and efficiently Develops and implements investment and insurance strategies for clients Determines the best products to support such strategies Monitors financial plans and recommends changes as needed Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities Drives investment education and visibility among branch staff Requirements 2+ years of relevant professional experience Bachelors degree in a related field FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Hard Skills Financial Analysis Financial Modeling Credit Risk Analysis Investment Strategies Insurance Strategies Client Prospecting Client Relationship Management Soft Skills Client Experience Management Business Development Coaching Networking Customer Engagement Certifications & Qualifications FINRA Series 7 FINRA Series 66 Life Insurance Health Insurance #J-18808-Ljbffr
Vacancy posted 3 days ago
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