What are the responsibilities and job description for the Wealth Management Advisor position at Jobleads-US?
As a Wealth Advisor at Mechanics Bank, you will be responsible for delivering needs-based, comprehensive financial solutions to clients. This involves offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. You will work closely with Retail Branch Managers and Centers of Influence to establish strong partnerships and maintain working relationships with all assigned branches.
Requirements:
- High school diploma or equivalent (Bachelor's Degree Preferred)
- Minimum of two years investment sales experience
- Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, and Active Series 65 or 66 Registration
You will be expected to meet or exceed established sales goals for your assigned territory while ensuring compliance with policies, procedures, and regulations governing products and services.
