Financial Advisor

Our client, a $500Million Community Bank, has asked us to assist in the search for a Financial Advisor to join their team.

This position works directly with existing and prospective clients to address their financial, investment, insurance, tax and estate planning needs. Establishes value added relationships with customers by listening and understanding their financial needs and by offering solutions to those needs. The Financial Advisor is responsible for business development and client retention.

Essential Responsibilities:

Maintains the necessary skills, knowledge, training and applicable securities licenses required to serve clients in a financial advisory capacity. Recommends and manages investment solutions including individual stocks, bonds, mutual funds, ETF’s, REITs, insurance, and annuity products, ensuring transactions are executed accurately. Collaborates and coordinates with customers’ external advisors, including but not limited to, their attorneys, accountants, and insurance providers, to help deliver and implement a comprehensive wealth management plans. Advise both personal and commercial clients on retirement and savings plans. Cultivates and maintains relationships with referral partners, including attorneys and accountants, as well as engaging in community and business development activities. Builds relationships with co-workers for the purpose of cross delivering services to customers. Sets clear goals and executes a business plan to meet those goals. Keeps informed of industry trends, products and regulations and identifies opportunities for improvement of the solutions offered. Delivers responsive, high-quality service and ongoing support to meet client needs. Maintains compliance with all applicable bank, broker/dealer, State,