Job Overview
Our client currently looking for Financial Advisor
Responsibilities
- At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance
- This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals
- Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
- Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
- Builds and maintains a strong client network and pipeline
- Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
- Conducts and/or participates in investment performance and relationship reviews
- Keeps junior level staff informed about investment products and opportunities
- Adheres to compliance requirements and follows corporate and industry protocols
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : Armendes Ltd
