Wealth Solutions Advisor
Core
Wealth Solutions Advisor works with individual consumers to consolidate assets and develop plans to meet financial goals.
Role type
Senior Financial Advisor (Sales/Advisory)
Builds
Consolidated investment accounts and retirement plans for mass-affluent customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
FINRA Series 7, 63, 65 (or 66) registrations, retail investment vehicles knowledge, qualified retirement plans knowledge, sales success track record
Preferred skills
Mass-affluent customer focus, high-velocity sales environment adaptability, new financial tools implementation
Technologies
SalesForce CRM, Empower interactive planning tools
Responsibilities
Cultivate relationships by addressing customer needs and maximizing Empower product benefits; Drive scheduled appointments to uncover and close outside asset opportunities; Present holistic goal-based planning solutions (education, retirement, savings); Implement conversation models to identify needs and deliver next steps; Manage time and pipeline to prioritize customer needs; Govern the process using SalesForce CRM to document conversations and follow up; Partner with relationship management teams to hand off closed assets; Deliver bi-monthly sales and conversation targets.