Job description
Overview:
The purpose of this job is to generate revenue through the marketing of investment products to institutional and retail customers in an effort to satisfy customer goals and objectives.
Responsibilities:
- Assesses clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Monitors clients’ financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses, proposals and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Perform additional duties as assigned.
- Four year college education
- Series 7 and 63, 65 or 66 securities licenses
- Life Insurance license
- Knowledge of Financial Markets and trends-employment, indicators, business trends, interest rates
- Fundamental accounting-financial statements
- Knowledge of securities regulatory requirements
- Excellent Interpersonal communication skills
- Must be a self starter with selling abilities
Proficiency in Microsoft Office Suite preferred
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