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    Senior Financial Advisor - Charlotte, United States - RogueSearch

    RogueSearch
    RogueSearch Charlotte, United States

    2 weeks ago

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    Description

    Senior Financial Advisor

    Charlotte, NC

    Mooresville, NC

    Shelby, NC

    If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, and 65), and insurance license.

    Highlights:

    • Step into an existing book of clients and a multiple bank branch referral network
    • Complete open architecture with an Advisor driven platform
    • Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves

    What youll do:

    • Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
    • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers

    Responsibilities:

    • Serves as a coach and mentor for licensed bank employees
    • Achieving sales goals while serving the client's best interests
    • Plan and conduct individual and group coaching sessions with retail bank employees
    • Conduct internal and external seminars to focus on business development and growth
    • Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
    • Recognize and reward achievement of goals
    • Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience
    • Post-appointment follow-up to maintain relationships and develop referrals from an existing client base

    What youll need:

    • Brokerage industry experience in an advisory capacity
    • You will need a Series 7,66 (63 and 65) State insurance license
    • Ability to motivate others in a team environment
    • Demonstrated ability to simplify and communicate complex financial concepts
    • Proven experience in building strong internal and external client relationships
    • Highly developed knowledge of the securities business, investment products, and financial solutions
    • Highly developed sales and presentation skills

    [Rogue Search]

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