Internal Financial Consultant

3 days ago

Raleigh, North Carolina, United States Financial Resources Group Investment Services LLC Full time
Job Description

Job Overview:

This position is located in a retail bank branch of a leading financial institution. The Financial Services Specialist will partner with Financial Consultants in all functions relating to investment sales within the Investment Program structure. The employee in this role will focus on a specific client segment as defined initially by a range of investment assets; typically representing the mass market segment of advisors' books of business across all territories.

At Financial Resources Group Investment Services LLC, we seek to hire strong collaborators who can assist our advisor-facing teams deliver a world-class client experience. We are looking for candidates who thrive in a fast-paced environment, are client-focused, detail-oriented, and are able to execute in a way that encourages creativity and continuous improvement. Natural curiosity and a penchant for learning are must-haves.

Duties and Responsibilities:

  • Service and maintain a client base and accounts under the parameters and compliance of the Fiduciary Standard and within LPL broker/dealer parameters
  • Conduct portfolio reviews, rebalancing, monitoring and adjustments based on client objectives
  • Monitor client accounts and provide account reviews on allocated segment group. The service standard calls for a minimum of one review per annum
  • Engage in a high level of outbound calls to existing clients. Identify opportunities through needs-based analysis
  • Achieve personal and joint sales objectives
  • Identify and refer additional opportunities to LPL Financial Advisors or Trust Company of North Carolina as appropriate
  • Interact with Financial Advisors as clients migrate into and out of parameters for ongoing business opportunities
  • Document client interaction maintaining the CRM System
  • Have a thorough understanding of investment and insurance products, their application, fees, suitability, investment limits, and parameters around different investment types
  • Maintain licensing, carrier appointments and fulfill ongoing continuing education at the broker/dealer and regulatory levels
  • Remain current in financial institution, broker/dealer, and regulatory training programs
  • Meet or exceed the target expectation and activity metric of 150 outbound calls per week
  • Complete all other tasks, assignments or functions as assigned and/or required
  • Perform at a high standard where quality, accuracy, and timeliness are top priorities

Required Skills and Experience:

  • Associates/Bachelor's degree in business-related field and/or a minimum of 2 years or equivalent experience. Maintain current FINRA Series 7 license; life insurance license; and Series 63 & 65 or Series 66 registrations
  • Professionalism, discretion, confidentiality, and a positive attitude are absolute essentials of the position
  • Continually expand knowledge and develop skills
  • Strong analytical, statistical, reasoning, and listening skills with a desire for accuracy
  • Excellent interpersonal and communication skills
  • Ability to prioritize & organize time to work independently
  • Project a professional image and neat appearance
  • Willingness to assume responsibility and solve problems
  • Candidates must be flexible, take initiative, and have a strong attention to detail
  • Personable and reliable self-starter; proven analytical and problem-solving skills

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