Financial Advisor

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: - Completes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. - Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises. - Discusses benefits and risks as well as other product features pertaining to possible investment...