About this role

Provide consultative sales and technical support to Financial Advisors, assisting with client needs and sourcing new prospects. You will also contribute to strategic planning and client presentations, ensuring adherence to industry regulations.

What we are looking for

6

Consult with clients on investment products and services
Analyze client goals, objectives, and risk tolerance
Assist clients with trades, research, and account issues
Manage client relationships and provide ongoing counsel
Participate in client presentations and engagements
Support sales of securities and insurance products

Skills mentioned

1

Microsoft Office

Work authorization

Must be authorized to work without sponsorship.