Financial Advisor

Synovus Financial Corp

North Monroe Branch, FL, United States
On-site
Investment consultation
Securities sales
Client financial goals
This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities

Job Summary

  • This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities.
  • Assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments.
  • Consults with officers throughout the bank to bring the above services to our banking customers and to interest their clients in the benefits of doing investment business at the bank.

Matching Summary

This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities.

Skills & Requirements

Must-have

  • investment consultation
  • securities sales
  • client financial goals
  • risk tolerance assessment
  • account documentation

Nice-to-have

  • conduct investment seminars
  • stay abreast of market
  • collaboration with bank officers
  • support annuity sales

Key Requirements

  • commissioned sales position
  • adheres to applicable laws and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter