What are the responsibilities and job description for the Financial Advisor position at Wells Fargo Advisors?
Financial Advisor - Wells Fargo - Hauppauge, NY
Retirement Plan Consulting Group (RPCG), an independent practice serving the management needs of retirement plans and high net-worth investors is offering an exciting opportunity for a Financial Advisor offering personal and professional growth and collaborative work with a team of retirement plan focused investment advisors.
The qualified person must have a minimum of 3 years experience working as an investment advisor, current book of business preferred, a bachelor’s degree or higher, is highly ethical, articulate, personable, well organized, and comfortable speaking to groups.
Duties & Responsibilities:
- Evaluate clients’ financial needs, current holdings, and available investment capital and help them identify their investment objectives.
- Answer inbound calls and provide plan information to existing Plan participants.
- Provide Retirement Plan participants with information on their investment allocation and make suitable recommendations.
- Seek business through existing Plan participants and company prospects.
- Contact eligible plan participants and existing participants by conducting education meetings in person and via zoom meetings.
- Assist participants with IRA rollovers; Open accounts and work with recordkeeper to assist participants with transfers while maintaining appropriate account records.
- Review client portfolios and make recommendations based on clients’ needs and objectives as well as changes in economic and financial conditions.
Skills & Specifications:
- Prepare and deliver clear, effective and professional presentations.
- Continuously learn investment products, industry rules and regulations and investment planning tools.
- Use appropriate interpersonal styles and communicates effectively both orally and in writing, with all organizational levels.
- Identify the needs of customers through effective questioning and listening techniques.
- Provide a high level of customer service.
- Keep all appropriate parties up to date on decisions, changes, and other relevant information.
Job Type: Full-time
Investment products and services are offered through Wells Fargo Advisors Financial Network (WFAFN), Member SIPC. Retirement Plan Consulting Group is a separate entity from WFAFN.