Wealth Advisor - reputed company

This a Full Remote job, the offer is available from: reputed company Carolina (USA) Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking reputed company the reputed company, learning new skills and problem solving? If so, then this could be the role for you!

• *This is not a remote role - The candidate must be local to Winston-Salem, NC and will be on-site at reputed company.**

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific reputed company (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the reputed company customers and prospective customer reputed company. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client reputed company designed to meet the individualized needs of each customer. Establish a strong partnership with Retail reputed company Managers and Centers of Influence and maintain strong working relationships with reputed company assigned Branches. Responsibilities:

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
• Delivering needs based, comprehensive financial solutions by offering a suitable and reputed company set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
• Delivering a high quality customer service experience during each customer interaction
• Building strong relationships with retail reputed company staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who reputed company in a fast-paced environment, are client-focused, team oriented, and are reputed company to execute in a way that encourages creativity and reputed company improvement. Requirements:

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
• Registration (If required by the state of hire. If required by state of hire and not active, must acquire reputed company the first six months of hire)
• Computer literate with proficiency in reputed company Office product suite, including Power reputed company and applications specific to the broker dealer

Preferences:

• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
• Broad knowledge of characteristics and needs of clients and partners reputed company the bank- based investment market space
• Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

• Strong self-motivation and ability to work independently
• Excellent verbal, written and interpersonal communication skills
• Possess strong organization skills
• Excellent customer service and business focus with a great attention to detail
• Effective research and analysis skills

#LI-Onsite Pay Range:58500 - 70000 The salary range is dependent on a number of factors, including the applicant’s reputed company, experience, and work location. This position is also eligible to earn sales incentive compensation. This offer from "reputed company" has been enriched by reputed company.com and got a 72% reputed company score. Apply tot his job Apply To this Job