Financial Consultant - Invest
About The Position
Licensed Relationship Managers create and foster relationships with clients and partners. They introduce financial solutions, deepen relationships with clients and provide support across a broad range of client needs. Licensed RM’s understand the company’s responsible growth strategy, operations and compliance initiatives. Licensed RM's are focused on increasing assets and generating revenue to the bank. Educate clients on alternative banking solutions including investment vehicles and non-FDIC insured products Responsible for forming and maintaining connections with clients through Customer Relationship Management strategies Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention. Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing. Actively cross-sells appropriate banking solutions to new and existing clients. Partners with Small Business and Lending to meet customers financial needs. Is responsible to meet individual assigned sales goals of deposit, mortgage, invest account generation, fee income and new relationships to the bank.
Requirements
- Licensed Relationship Managers create and foster relationships with clients and partners.
- Introduce financial solutions, deepen relationships with clients and provide support across a broad range of client needs.
- Understand the company’s responsible growth strategy, operations and compliance initiatives.
- Focused on increasing assets and generating revenue to the bank.
Responsibilities
- Educate clients on alternative banking solutions including investment vehicles and non-FDIC insured products
- Responsible for forming and maintaining connections with clients through Customer Relationship Management strategies
- Actively engages with customer portfolio for growth, risk mitigation, referral opportunity and retention.
- Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing.
- Actively cross-sells appropriate banking solutions to new and existing clients.
- Partners with Small Business and Lending to meet customers financial needs.
- Is responsible to meet individual assigned sales goals of deposit, mortgage, invest account generation, fee income and new relationships to the bank.
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave
- 3 weeks’ Vacation
- Holidays (about 11 a year)
- HSA or FSA account
- other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program
- 529 Savings Plan
- Employee Mortgage Loan Program
- free access to an Axos Bank Account with Self-Directed Trading
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
