Financial Advisor

Responsibilities

• Develop and maintain customer portfolios
• Provide comprehensive financial planning for clients
• Prospect new customers and solicit new business
• Cross-sell banking services to new and existing customers
• Maintain ongoing customer contact to ensure strong relations
• Ensure compliance with all bank policies and procedures
• Participate in department meetings and community organizations

Requirements

• Knowledge of securities and investment products
• Knowledge of financial planning for individuals and businesses
• Knowledge of sales and marketing principles
• Ability to maintain high levels of confidentiality
• Ability to handle multiple tasks within strict time constraints

Preferred Qualifications

• College degree
• 1-2 years of relevant experience