Senior Financial Advisor

2 days ago


Fayetteville, Arkansas, United States Arkansas Department of Workforce Services Full time
About the Role

This position is responsible for providing exceptional customer service and financial planning expertise to clients. The ideal candidate will possess a strong understanding of financial planning processes and be proficient in financial analysis and investment strategies.

Key Responsibilities
  • Proactively contact clients and prospects to sell financial planning services and manage client relationships.
  • Provide consulting recommendations to effectively manage client accounts and provide advanced financial and retirement planning services.
  • Maintain expert knowledge of financial services and products to provide clients with solutions regarding the sale of IRA, brokerage, and insurance products.
  • Review and analyze client financial situations to determine appropriate financial services and products.
  • Present clients with financial plans and provide detailed solutions to prospects and clients.
  • Assist clients with the application process for financial products and cross-sell bank products and services.
  • Maintain all required FINRA and SEC licenses and adhere to compliance concerns.
Requirements
  • Proficient in financial planning processes and financial analysis.
  • Strong understanding of financial services and products.
  • Excellent communication and customer service skills.
  • Ability to work in a fast-paced environment and meet sales and service goals.
  • Maintain all required FINRA and SEC licenses.


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