Financial Advisor in Key Investment Services' professional development program focused on advice-based wealth management. Responsible for client relationship growth and financial wellness services.
Responsibilities
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets
Host holistic Financial Wellness conversations and complete comprehensive financial plans
Utilize a consultative sales process and assessment tools where appropriate
Attain sales production and referral goals to the Bank
Develop a complete understanding of Key Investment Services solutions
Be an active member of the Branch team
Engage licensed and non-licensed Branch personnel to identify investment referral opportunities
Coordinate all aspects of investment product delivery within assigned Branch(s)
Requirements
Bachelor's Degree (required)
Have completed/began CFP (Certified Financial Planner) Courses (preferred)
FINRA Security Industry Essentials (SIE) within 120 Days (required)
FINRA License S7 within 120 Days (required)
FINRA License S66 and Resident State Insurance License within 120 Days (required)
Benefits
short-term incentive compensation
deferred incentive compensation subject to individual and company performance
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