What are the responsibilities and job description for the Senior Financial Advisor position at RogueSearch?
Senior Financial Advisor
Greenville, SC
If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Partner with an Elite Advisor and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, 66 (63 and 65), and insurance license.
Highlights:
- Partner with a large producer and have your own multiple bank branch referral network to grow
- Complete open architecture with an Advisor driven platform
- Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves
What you’ll do:
- Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers
Responsibilities:
- Serves as a coach and mentor for licensed bank employees
- Achieving sales goals while serving the client's best interests
- Plan and conduct individual and group coaching sessions with retail bank employees
- Conduct internal and external seminars to focus on business development and growth
- Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
- Recognize and reward achievement of goals
- Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience
- Post-appointment follow-up to maintain relationships and develop referrals from an existing client base
What you’ll need:
- Brokerage industry experience in an advisory capacity
- You will need a Series 7,66 (63 and 65) State insurance license
- Ability to motivate others in a team environment
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience in building strong internal and external client relationships
- Highly developed knowledge of the securities business, investment products, and financial solutions
- Highly developed sales and presentation skills
