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Date : Feb 27, 2025 Location :
New York, NY, US, 10004
display : inline; } Company : Popular Workplace Type : Hybrid
Financial Consultant Associate
Popular Investments Service Brokerage
This position is responsible for seeking business for the Popular Investments unit and their broker-dealer through bank customers and potential customers by building effective relationships and trust and providing excellent customer experience. This position counsels and advises customers regarding their financial holdings and offers financial products & services including mutual funds, equity-linked CDs, life insurance, and annuities to clients for investment purposes.
In this position, you will :
Evaluate customers relative to their financial needs, current situation & holdings, and available investment capital by profiling and uncovering their needs and educating them about the products and services that are most appropriate for their situation, including cross-referrals back to the bank for loans and deposit products.
Help the client to identify their investment objectives.
Pro-actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives.
Establish and maintain thorough prospect files and notes. Review and access on a scheduled basis.
Open, transfer, and close customer accounts as necessary.
Follow up promptly on customer service requests, for withdrawals, changes, and other needs.
Maintain appropriate account records and ensure all documentation required is provided and completed.
Obtain and verify all customer purchases and sales instructions, enter orders and follow-up on completion of all transactions.
Responsible for the explanation of the organization, participants, and functions of various securities markets and the principal factors that impact them.
Monitor customer’s portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer’s needs and objectives.
Ensure duties are performed in accordance with just and equitable principles of trade, federal and state laws and industry regulations.
Position will include additional sales development responsibilities as the sales process builds.
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