Financial Consultant Investments

About the position

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.

Responsibilities

• Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals.
• Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank.
• Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions.
• Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.

Requirements

• Broad knowledge of accounting, marketing, business administration, finance, etc.
• Equivalent to a four year college degree, plus 2 years related experience and/or training.
• 19 to 23 months related management experience, or equivalent combination of education and experience.
• Ability to write reports, business correspondence, and policy/procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to add, subtract, multiply, and divide in all units of measure.
• Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form.

Nice-to-haves

• Certified Financial Planner
• Certified Financial Analyst
• Other high level certifications in the investment field.

Benefits

• Somewhat disagreeable working conditions.
• Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.