Wealth Advisor

The Wealth Advisor is responsible for the sales and distribution of investment products such as mutual funds, annuities, stocks and bonds to satisfy customer needs.

Essential Duties:

•Maintain a high level of profitable sales while assuring client suitability.

•Maintain an up-to-date familiarity with the Bank's personal investment products portfolio to ensure optimum marketing potential.

•Provide advice to customers on personal investment products purchases by informing them of current market trends and recommending appropriate investment strategies.

•Reviews statements of transactions such as purchases and sales of securities, compares items with records to verify accuracy.

•Determine specific customer needs and ensure that appropriate market transactions are executed.

•Develop and maintain contacts for the sale of personal investment products by participating in a customer call program to existing and prospective customers.

•Work with branch investment associates to market fixed annuity products.

Requirements

Knowledge, Skills, and Abilities

•Knowledge of mutual funds, annuities, stocks and bonds

•Strong selling skills

•Strong decision-making skills

•Excellent Interpersonal skills

•Proficient computer skills including MS Office

•Be detail oriented

•Possess initiative and drive being highly organized and a self-starter

•Ability to interface effective and professionally with customers and all levels of Bank personnel.

•Ability to perform responsibilities with discretion and sound judgment.

•Ability to effectively present information and respond to questions from clients, customers, and the general public.

•Ability to read, analyze, and interpret financial reports

•Ability to work with and maintain confidential information

•Strong mathematical skills

Education and/or Experience

•Bachelor's degree in Business, Finance, Accounting, Economics, or related field or two year's related experience and/or training or equivalent combination of education and experience.

Certificates, Licenses, and Registrations:

•Possess a minimum current series 7, series 65, VA Life, Accident and Health Insurance designation securities license.

•Valid driver's license and willingness to travel to branches and customer appointments.