Financial Solutions Advisor - Chattanooga
2 weeks ago

Job summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products including stocks bonds mutual funds annuities and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triage client requests makes referrals to appropriate internal service providers based on client needs asset thresholds Mitigates controls risk as part of daily activities Identifies engages potential new clients through referrals or financial center clientele Provides coaching feedback referral partners based knowledge client needs potential product services recommended- Advisory
- Account Management
- Client Experience Branding
- Custoumer Client Focus
Job description
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