- Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
- Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.
- Profiles customers and deliver recommendations to ensure these needs are met.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
- Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.
- Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
- Series 6, series 65, 63
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.
- Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Completes other related duties as assigned.
- Provide an advice-based approach to financial solutions for an assigned book of business.
- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
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YourCorporateRecruiter Worcester, United StatesHiring Financial Advisors for a client in Worcester, MA. This is a great opportunity for someone to join a growing team. An existing book of business is not required. · Requirements: · Actively solicits new and existing investments and insurance solutions from mass affluent cus ...
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YourCorporateRecruiter Worcester, United StatesJob Description · Job DescriptionHiring Financial Advisors for a client in Worcester, MA. This is a great opportunity for someone to join a growing team. An existing book of business is not required. · Requirements: Actively solicits new and existing investments and insurance sol ...
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Wellness Health Careers Worcester, United States Full timeWe are hiring IMMEDIATELY for a Financial Advisor to join us · Salary: $60K - $65K. · Location: Worcester, MA. · Responsibilities: Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. ...
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beBee Handyman South Van Horn, AK, United States Freelance"I have some savings in my current account of around 80,000 euros that I would like to make profitable.How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them. · What stage are you at in your professional career? · Retirement is ...
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beBee Handyman Terminous, CA, United States FreelanceI am in need of a Financial Advisor service with the following characteristics in Terminous, CA:How do you feel about managing and organizing your finances? · I am unsure how to organize them · What stage are you at in your professional career? · Retirement is approaching · What ...
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Financial Advisor - Worcester, United States - YourCorporateRecruiter
Description
Hiring Financial Advisors for a client in Worcester, MA. This is a great opportunity for someone to join a growing team. An existing book of business is not required.
Requirements:
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