Wealth Advisor

Act as a dedicated representative assigned to one or multiple bank 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 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 investment and insurance solutions Offer suitable and diversified brokerage, advisory, and insurance solutions Maintain ethical business practices and comply 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 Develop understanding of 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 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 maintaining compliance with regulatory requirements. Proven ability to build strong relationships and provide needs-based financial solutions to clients in a bank-based investment environment. Highest-signal resume keywords Investment Sales Experience Active Life Insurance License Active Series 7 Registration Excellent Customer Service Strong Organization Skills ATS Optimization Keywords Hard Skills Financial Planning Investment Products Knowledge Insurance Solutions Sales Techniques Consultative Sales Process Research and Analysis Skills Soft Skills Interpersonal Communication Self-Motivation Attention to Detail Certifications & Qualifications Active Series 63 Registration Active Series 65 Registration Active Series 66 Registration Industry Keywords Non-Deposit Investment Products Retail Banking Cross-Selling Regulatory Compliance Brokerage Solutions Tools & Technologies Microsoft Office Suite Broker Dealer Applications #J-18808-Ljbffr