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    Senior Financial Advisor - Williston, United States - RogueSearch

    RogueSearch
    RogueSearch Williston, United States

    2 weeks ago

    Default job background
    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 you'll 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 you'll 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]

    #J-18808-Ljbffr
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