Associate Financial Advisor
: Job Details :

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Facilitate and/or co-present product specific seminars and/or workshops as necessary. Participate in business planning for the Practice as needed. Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services. Open and complete product applications. Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)Obtain member/customer financial and/or suitability information. Accepting and/or entering securities trade orders from customers, including unsolicited trade orders. Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide...Financial Advisor, Associate, Financial, Advisor, Communications, Banking