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Job Description
Job Overview:
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. 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 base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all 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, comprehensi...