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About the role
Key responsibilities & impact- The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning
- Serves as an advisor to affluent clients with sophisticated investment needs
- Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
- Develops networks with third party referral sources to develop new business
- Partners with internal bank specialists to provide a full array of expertise to clients
Requirements
What you’ll need- Bachelor’s degree in Business Administration or related field or equivalent experience
- 3 years of experience in the investment or financial services industry
- FINRA Series 7 and 66 (or Series 63 & 65) registrations
- State Life, Accident & Health and Variable Contract insurance licenses
- Previous successful business development activities and effective relationship management experience
- Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management
- Proven sales skills, preferably in the investment industry
- Strong knowledge of the finance industry and the local, state, national and global economy
- Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer
- Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours
Benefits
Comp & perks- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementfiduciary adviceasset managementfinancial planningbusiness succession planningbusiness developmentsales skillsprospectingrelationship managementclient assessment
Soft Skills
effective communicationattentive listeningflexibilityrelationship buildingclient-focused solutions
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 66State Life insurance licenseAccident & Health insurance licenseVariable Contract insurance license