Associate Financial Consultant - RIS
Core
Supports Financial Advisors in establishing investment portfolios for bank customers by providing guidance and advice.
Role type
Associate Financial Consultant (Investment Services)
Builds
Customer investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer engagement, Financial goal analysis, Investment product knowledge, Branch operations support, Meeting coordination, Regulatory compliance
Preferred skills
Life Insurance licensing, FINRA Series 6/7/63/65/66 registrations
Responsibilities
Establish joint appointments with Financial Advisors and customers, Prepare and schedule meetings, Cover branches without dedicated Financial Advisors, Respond to customer and advisor requests, Update customer information, Complete assigned training modules, Educate self on investment products
Seniority
Entry-level, support role
