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Financial Services Advisor
2 months ago
The Investment Consultant plays a crucial role in the marketing and distribution of financial products including mutual funds, annuities, stocks, and bonds to meet client requirements.
Key Responsibilities:
- Achieve a high level of profitable sales while ensuring client suitability.
- Stay informed about the Bank's personal investment products portfolio to maximize marketing opportunities.
- Advise clients on personal investment product purchases by providing insights on current market trends and suggesting suitable investment strategies.
- Review transaction statements, such as purchases and sales of securities, to verify accuracy against records.
- Identify specific client needs and ensure appropriate market transactions are executed.
- Build and maintain relationships for the sale of personal investment products through a proactive customer outreach program.
- Collaborate with branch investment associates to promote fixed annuity products.
Knowledge, Skills, and Abilities:
- Understanding of mutual funds, annuities, stocks, and bonds.
- Exceptional sales skills.
- Strong decision-making capabilities.
- Excellent interpersonal communication skills.
- Proficient in computer applications, including MS Office.
- Detail-oriented with a strong sense of initiative and organization.
- Ability to interact professionally with clients and all levels of Bank personnel.
- Capable of performing duties with discretion and sound judgment.
- Adept at presenting information and addressing inquiries from clients and the public.
- Ability to read, analyze, and interpret financial documents.
- Experience in handling confidential information.
- Strong mathematical aptitude.
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or two years of relevant experience and/or training, or an equivalent combination of education and experience.
Certifications and Licenses:
- Must possess a current series 7, series 65, VA Life, Accident and Health Insurance designation securities license.
- Valid driver's license and willingness to travel for client meetings.
