Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance
Job Summary
Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance.
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Matching Summary
Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance.
Skills & Requirements
Must-have
Investment advice experience
Client financial information collection
Financial product suitability assessment
Client asset growth and retention
Nice-to-have
Developing and cultivating professional relationships