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Financial Services Associate
1 month ago
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Communicates solutions to clients that are best suited for their financial needs.
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
We’ll help you:
- Get training and one-on-one mentorship from managers who are invested in your success.
- Build connections to grow your network and business.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.
What we offer:
- Highly competitive commission structure designed to grow with you
- Passive income opportunities and bonus programs
- Fully paid insurance licensing
- Flexible in-office schedules once you complete training
- Progressive advancement opportunities
- Retirement savings program and more
