Description
The Financial Advisor provides investment and insurance advice to existing and prospective clients, identifies client needs, recommends appropriate products, executes market transactions, and achieves individual and branch revenue goals. The role requires a bachelor's degree or equivalent, 2–4 years of relevant experience, strong sales and communication skills, and FINRA and state insurance licenses. Responsibilities also include maintaining regulatory compliance, continuing education, branch and community networking, referral development, and mentoring an Assistant Financial Advisor.
