Financial Relationship Advisor

Responsibilities

• Support clients and provide financial advice and counsel
• Identify and recommend opportunities for process improvement
• Build and grow relationship with existing and referred clients
• Collaborate and consult with peers, colleagues and managers to resolve issues

• 2+ years of Client Management experience
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations
• Knowledge and understanding of banking or financial services industry
• Financial services experience
• State Variable, Life, Annuities and Health insurance licenses
• Sales or sales support experience
• Client service focus experience
• Ability to make timely and independent judgment decisions
• Solid organizational, multi-tasking, and prioritizing skills
• Good verbal, written, and interpersonal communication skills
• Basic Microsoft Office (Word, Excel, and Outlook) skills

• Client Management
• Financial Industry Regulatory Authority (FINRA) Series 7
• Financial Industry Regulatory Authority (FINRA) Series 66
• Financial Industry Regulatory Authority (FINRA) Series 63
• Financial Industry Regulatory Authority (FINRA) Series 65
• State Variable Insurance License
• Life Insurance License
• Annuities License
• Health Insurance License
• Sales Support

• Client Service Focus
• Judgment Decision Making
• Organizational Skills
• Multi-tasking
• Prioritizing Skills
• Verbal Communication
• Written Communication
• Interpersonal Communication