About this role

As a Financial Advisor in the Investment Services Group, you will manage and grow client relationships by providing personalized investment advice and solutions. You will analyze client objectives and risk tolerance to develop tailored financial strategies and execute investment decisions.

What we are looking for

6

Source, deepen, grow, and retain client relationships
Provide personalized investment advice and solutions
Analyze client objectives and risk tolerance
Execute investment decisions and manage transactions
Partner with internal business partners for client needs
Conduct training sessions and educational seminars

Skills mentioned

1

Microsoft Office