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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
investment managementfiduciary adviceasset managementfinancial planningbusiness succession planningbusiness developmentsales skillsprospectingrelationship managementclient assessment
Soft Skills
effective communicationattentive listeningflexibilityrelationship buildingclient-focused solutions
Certifications & Qualifications
Bachelor’s degreeFINRA Series 7FINRA Series 66State Life insurance licenseAccident & Health insurance licenseVariable Contract insurance license
Industry Keywords
financial servicesinvestment industryaffluent clientslocal economystate economynational economyglobal economy
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