Financial Advisor

Job Type

Full-time

Description

Position Purpose : This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.

What you'll do

• Determines specific customer financial and investment needs.
• Provides advice to customers on personal investment product purchases.
• Maintains a high level of profitable sales which meet or exceed goals.
• Keeps all required licenses in good standing.
• Maintains expertise with current investment product portfolio.
• Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business.
• Keeps informed of industry product trends and issues.
• Engages in proactive learning to stay apprised of tax and investment updates.
• Acts as a resource to other licensed Investment Associates and Wealth Management professionals.

Requirements

Where you'll shine

Where we shine

Working Conditions :

The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge / skills section are representative of the knowledge, skill set, and / or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EEO M / F / V / D