- Work with the Sr Financial Advisor in the territory to assist with client acquisition and retention
- Become fluent with internal and external systems, products, processes, compliance, and bank organizational structure.
- Become familiar with existing clients, bank associates, and communities within the market
- Assist Financial Advisor in growing the current client base during the transition period
- Work to build a new client base as well as partner with the Sr. Financial Advisor on joint business.
- Conduct branch referral training
- Become fluent in all regulatory and compliance requirements
- Prepare new account and account maintenance documentation
- Prepare client investment proposals and annual reviews
- Have the ability to discuss product specifics and comparisons, including cost/benefit analysis
- FINRA Series 7 & 66, or willingness to obtain within 18 months of hire
- State Insurance license: life and health within 18 months of hire
- Strong sales skills and a good understanding of overall bank products and operations
- Exceptional social and communication skills necessary to assist clients
- Outstanding verbal and written communication skills
- Bachelor's Degree, or four years of investment product sales experience
-
Senior Risk Officer
2 weeks ago
Morgan Stanley Birmingham, AL, United StatesPOSITION SUMMARY: · The Senior Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions related to the Market. In conjunction with the Market Executive and other Risk Officers within the Market, the Senior Risk Officer has accountability in t ...
-
EY Birmingham, AL, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Physician - OB Laborist
3 weeks ago
Ascension Health Birmingham, AL, United States Full timeDetails · Specialty: OB/GYN Laborist · Schedule: 12 hour shifts, Combination of Days / Nights · Practice Detail: P hysician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · EMR System: Cerner · Facility: Ascension St. Vincent's ...
-
APRN-Nurse Pract-Presc Authori
3 weeks ago
Ascension Health Birmingham, AL, United States Full timeDetails · Specialty: Critical Care - Intensivist · Subspecialty Interest: PRN nights, 12 hour shifts · Practice Detail: Join established Critical Care-Intensivist department as part of the comprehensive integrated medical team in a high acuity ICU. · EMR System: Cerner On ...
-
Physician - OB Laborist
1 week ago
Ascension Health Birmingham, AL, United StatesDetails · Specialty: OB/GYN Laborist · Schedule: 12 hour shifts, Combination of Days / Nights · Practice Detail: P hysician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · EMR System: Cerner · Facility: Ascension St. Vincent's ...
-
Physician - PRN OB Hospitalist
3 weeks ago
Ascension Health Birmingham, AL, United States**Details** · + **Specialty:** OB/GYN (OB Laborist) · + **Schedule:** PRN, 12-hour shifts · + **Practice Detail:** Physician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · + **EMR System:** Cerner · + **Hospital:** Ascension St. Vi ...
-
Physician - PRN OB Hospitalist
4 weeks ago
Ascension Alabama Birmingham, AL, United StatesDetails · * Specialty: OB/GYN (OB Laborist) · * Schedule: PRN, 12-hour shifts · * Practice Detail: Physician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · * EMR System: Cerner · * Hospital: Ascension St. Vincent's · * Location: ...
-
Physician - OB Hospitalist
4 weeks ago
Ascension Health Birmingham, AL, United States**Details** · + **Specialty:** OB/GYN (OB Laborist) · + **Schedule:** Part-time, 12-hour shifts · + **Practice Detail:** Physician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · + **EMR System:** Cerner · + **Hospital:** Ascension ...
-
Physician - PRN OB Hospitalist
3 weeks ago
Ascension Health Birmingham, AL, United States Full timeDetails · Specialty: OB/GYN (OB Laborist) · Schedule: PRN, 12-hour shifts · Practice Detail: Physician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · EMR System: Cerner · Hospital: Ascension St. Vincent's · Location: Birmin ...
-
Physician - PRN OB Hospitalist
1 week ago
Ascension Health Birmingham, AL, United StatesDetails · Specialty: OB/GYN (OB Laborist) · Schedule: PRN, 12-hour shifts · Practice Detail: Physician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · EMR System: Cerner · Hospital: Ascension St. Vincent's · Location: Birmin ...
-
Physician - OB Hospitalist
3 weeks ago
Ascension Health Birmingham, AL, United States Full timeDetails · Specialty: OB/GYN (OB Laborist) · Schedule: Part-time, 12-hour shifts · Practice Detail: P hysician-driven, Ascension-employed OB Laborist program managing labor, OB ED, and Gyn emergencies. · EMR System: Cerner · Hospital: Ascension St. Vincent's · Location: ...
-
Regions Bank Hoover, United States Paid WorkThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Associate Financial Advisor - Hoover, United States - Cadence Bank
Description
Primary Purpose:
This Associate Financial Advisor position will support Wealth Management Investment teams in client
acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to offer annuities; and provide whatever support
is needed for the team's existing client base.
Principal Duties and Responsibilities:
Job Specifications:
