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Senior Financial Advisor
4 weeks ago
Take your financial advisory career to the next level with this exciting opportunity to lead a growth initiative in a dynamic market. As a Senior Financial Advisor, you will be responsible for developing and executing a business plan to drive growth and expansion in the region.
Key Responsibilities:
- Develop and maintain strong relationships with internal and external clients
- Conduct client meetings to review existing accounts and close sales
- Coach and mentor licensed bank employees to achieve sales goals
- Plan and conduct individual and group coaching sessions with retail bank employees
- Conduct internal and external seminars to focus on business development and growth
Requirements:
- Brokerage industry experience in an advisory capacity
- Series 7, 66 (63 and 65) State insurance license
- Ability to motivate others in a team environment
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience in building strong internal and external client relationships
