Financial Advisor, Wealth Management
2 weeks ago
The AVP, Investment Executive is a key role in managing existing client relationships, either working with a more experienced advisor or on their own. The individual is responsible for formulating and implementing advice, and may rely on technical specialists to develop product, investment, or planning recommendations.
Key Responsibilities:- Manage existing client relationships, either independently or in collaboration with a more experienced advisor.
- Formulate and implement advice, potentially relying on technical specialists for product, investment, or planning recommendations.
- Develop and maintain strong interpersonal skills to effectively communicate with clients and colleagues.
- Utilize strong time management and organizational skills to prioritize and manage multiple projects.
- Ensure functional familiarity with all aspects of Windows applications and navigation, as well as competency with Microsoft Word or a similar word processing program.
- Bachelor's Degree required, with consideration given to commensurate experience.
- Minimum three years of experience selling mutual fund products, life insurance, stocks, and bonds.
- NASD Series 7, Series 63, Series 65, or 66 & Life and Health Licenses.
- Strong interpersonal skills.
- Strong time management and organizational skills.
- Ability to prioritize and manage multiple projects.
- Functional familiarity with all aspects of Windows applications and navigation, as well as competency with Microsoft Word or a similar word processing program.
Full-time employees are eligible for a comprehensive benefits package, including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. For more information, please visit http://www.dollar.bank/company/careers/benefits.
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