Overview In this role you will deliver tailored financial guidance and solutions to clients, supporting their short- and long-term goals. You will work with a cross-functional team to review goals, propose banking and investment products, and refer clients to specialists as needed. You'll build a scalable client base while ensuring compliance and risk controls. This is a growth-focused opportunity to impact clients' financial lives within a supportive, in-office culture.
Compensation / Benefits- affordable, competitive benefits
- paid time off
- wellness resources
- flexible benefits
- career development opportunities
Responsibilities- Develop financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions to achieve client goals
- Recommend banking and investment strategies aligned with client needs
- Triages client requests and routes to appropriate internal service providers based on needs and asset thresholds
- Mitigate and manage risk in daily activities
- Identify and engage potential new clients through referrals or existing center clientele
Key requirements- Licenses in progress or obtained as required by the industry
- Self-disciplined time and capacity management
- Experience in cultivating client relationships, needs assessment, and solution recommendation
- Strong communication and collaboration with peers
- Results-driven mindset with client-first focus in a fast-paced environment
- Ability to multitask and adapt to new technology or applications
- Effective communication
- Collaboration
- Relationship-building
- Investment Management
- Portfolio Management
- Risk Management
