Job Details
Associate Financial Advisor-FINAN004091
Description
What The Role is:
This Associate Financial Advisor position will support Wealth Management Investment team in client
acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to offer annuities; and provide whatever support is needed for the team's existing client base.
How You will Make an Impact:
Work with the Sr. Financial Advisor in the territory to assist with client acquisition and retention.
Become fluent with internal and external systems, products, processes, compliance, and bank organization structure
Become familiar with existing clients, bank associates, and communities within the market
Assist Financial Advisor in growing the current clients base during the transition period
Work to build a new client base as well as partner with the Sr. Financial Advisor on joint business
Conduct branch referral training
Become fluent in all regulatory and compliance requirements
Prepare new account and account maintenance documentation
Prepare client investment proposals and annual reviews
Have the ability to discuss product specifics and comparisons, including cost/benefit analysis
Who You Are:
FINRA Series 7 & 66, or willingness to obtain within 18 months of hire
State Insurance license: life and health within 18 months of hire
Strong sales skills and a good understanding of overall bank products and operations
Exceptional social and communication skills necessary to assist clients
Outstanding verbal and written communication skills
Bachelor's Degree or Four years of investment product sales experience, required
Qualifications
Education
Bachelors (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
What The Role is:
This Associate Financial Advisor position will support Wealth Management Investment team in client
acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to offer annuities; and provide whatever support is needed for the team's existing client base.
How You will Make an Impact:
Work with the Sr. Financial Advisor in the territory to assist with client acquisition and retention.
Become fluent with internal and external systems, products, processes, compliance, and bank organization structure
Become familiar with existing clients, bank associates, and communities within the market
Assist Financial Advisor in growing the current clients base during the transition period
Work to build a new client base as well as partner with the Sr. Financial Advisor on joint business
Conduct branch referral training
Become fluent in all regulatory and compliance requirements
Prepare new account and account maintenance documentation
Prepare client investment proposals and annual reviews
Have the ability to discuss product specifics and comparisons, including cost/benefit analysis
Who You Are:
FINRA Series 7 & 66, or willingness to obtain within 18 months of hire
State Insurance license: life and health within 18 months of hire
Strong sales skills and a good understanding of overall bank products and operations
Exceptional social and communication skills necessary to assist clients
Outstanding verbal and written communication skills
Bachelor's Degree or Four years of investment product sales experience, required
Qualifications
Education
Bachelors (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Job #623566