Financial Advisor Associate
About The Position
Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Financial Advisor (FA) and is responsible for assisting with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients. This position will assist the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of Bankoh Advisors.
Requirements
- Sales support
- Administrative support
- Customer service support
- Client acquisition
- Client development
- Investment solutions
- Broker-Dealer products/services
- Investment Advisory products/services
Responsibilities
- Provides sales, administrative and customer service support to an assigned Bankoh Financial Advisor (FA).
- Assists with the growth of the FA’s clientele base by obtaining new clients and developing additional business with existing clients.
- Assists the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of Bankoh Advisors.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
