Financial Solutions Advisor

What you'll be doing: Assess customer goals by conducting financial opportunity sessions with new or existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet client needs by recommending financial solutions for mass affluent clients. Build strategic partnership with banking center as a valued team member. Refer business back to appropriate banking associate/personal banker. Demonstrate strong awareness of enterprise-wide opportunities to serve company customers. Pro-actively build relationships with potential and existing clients to meet business objectives. Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients best interests and enhance client satisfaction.

What your background should be: The applicant should have three+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. Experience creating a comprehensive financial strategy, assessing needs, identifying and recommending financial solutions. Must be able to provide evidence of consultative communication and relationship building skills leading to client fulfillment and delight in previous roles. Must possess sound business ethics; acts in the best interest of the client.

Who is the client company: Concern about financial services.; If you are interested in this position, send your resume to apply@kochdavis.com