Senior Financial Advisor
4 weeks ago
We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.
The Senior Financial Advisor will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.
Key Responsibilities:
- Build strong relationships with current and potential members.
- Manage an assigned portfolio of members through proactive regular contact.
- Process a full range of complex member transactions.
- Support achievement of annual branch goals and objectives.
- Mentor other branch employees in lending and investment products and services.
Requirements:
- College or Tech School Diploma in a related discipline or equivalent combination of education and experience.
- Mutual Funds License required.
- First West certification program completion within the required timeframe.
- 2-3 years in a Financial Advisor role or equivalent.
- Proven ability to conduct complex advisory conversations.
- Demonstrated ability to recognize needs and build strong member relationships.
- Proven track record achieving sales targets in retail lending and investment products and services.
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Senior Financial Advisor
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