About this role

As a Financial Advisor, 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. This role involves active client sourcing, implementing investment decisions, and partnering with internal teams to meet client needs.

What we are looking for

6

Develop and maintain securities and insurance sales
Utilize a consultative sales process with clients
Implement investment decisions and maintain client files
Partner with internal business partners for client needs
Conduct training sessions and educational seminars
Adhere to professional and ethical standards

Skills mentioned

1

Microsoft Office