Senior Financial Advisor Jobs

Senior Financial Advisor

Canton, MI

If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, 66 (63 and 65), and insurance license. Affluent areas.

Highlights:

• Step into an existing book of clients and a multiple bank branch referral network
• Complete open architecture with an Advisor driven platform
• Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves

What you’ll do:

• Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers

Responsibilities:

• Conduct internal and external seminars to focus on business development and growth
• Plan and conduct individual and group coaching sessions with retail bank employees
• Post-appointment follow-up to maintain relationships and develop referrals from an existing client base
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
• Serves as a coach and mentor for licensed bank employees
• Achieving sales goals while serving the client's best interests
• Recognize and reward achievement of goals
• Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience

What you’ll need:

• Ability to motivate others in a team environment
• Demonstrated ability to simplify and communicate complex financial concepts
• Brokerage industry experience in an advisory capacity
• Highly developed knowledge of the securities business, investment products, and financial solutions
• You will need a Series 7,66 (63 and 65) State insurance license
• Proven experience in building strong internal and external client relationships
• Highly developed sales and presentation skills