Financial Consultant Investments
Financial Consultant Investments
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Salary Not Disclosed
1 Vacancy
Job Description
GENERAL DESCRIPTION OF POSITION
The role of the Financial Consultant Investments is to establish valueadded relationships with customers to understand their financial needs and to offer solutions for those needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly about 20 of the time.
2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly about 15 of the time.
3. Sell effectively by establishing relationships with customers determining their needs and offering appropriate solutions in a manner that the customer sees the value as well as understands the features and benefits of the products offered. This duty is performed daily about 35 of the time.
4. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly about 20 of the time.
5. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed about 10 of the time.
6. The ability to work in a constant state of alertness and in a safe manner.
7. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting marketing business administration finance etc. Equivalent to a four year college degree plus 2 years related experience and/or training and 19 to 23 months related management experience or equivalent combination of education and experience.
COMMUNICATION SKILLS
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.
MATHEMATICAL SKILLS
Ability to add subtract multiply and divide in all units of measure using whole numbers common fractions and decimals. Ability to compute rate ratio and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
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 and deal with several abstract and concrete variables.
REQUIRED CERTIFICATES LICENSES REGISTRATIONS
NASD Series 7 currently maintain or must pass within 90 days
NASD Series 66 currently maintain or must pass within 90 days
PREFERRED CERTIFICATES LICENSES REGISTRATIONS
Certified Financial Planner Certified Financial Analyst or other high level certifications in the investment field.
SOFTWARE SKILLS REQUIRED
Advanced: Contact Management Database Presentation/PowerPoint Spreadsheet
Intermediate: Word Processing/Typing
Basic: Accounting
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise intermittent standing walking; and occasional pushing carrying or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with highlevel diversity and decisionmaking.
While performing the functions of this job the employee is continuously required to talk or hear; frequently required to stand walk sit use hands to finger handle or feel reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus.
ADDITIONAL INFORMATION
Must satisfy background check that includes satisfactory NASD record
The candidate for this role must have the following interpersonal traits:
Character: Must display traits such as honesty strong work ethic and be teamoriented
Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.
Required Experience:
Contract
Employment Type
Full-Time
