Financial Solutions Advisor Stage II-East Charlotte - Charlotte, NC
1 week ago
Job summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
The role requires working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products,
recommending banking and investments strategies that align with client financial goals and needs,
triaging client requests and making referrals to appropriate internal service providers based on client needs and asset thresholds,
Mitigating and controlling risk as part of daily activities
,Identifies and engages potential new clients through referrals or financial center clientele
,Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Job description
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