Financial Advisor
Central Bank · Oklahoma City, OK · 1 mo ago
On-siteFinanceFull-time
Responsibilities
- Provide investment advice, portfolio analysis, and trade execution
- Recommend investment plans aligned with client goals
- Conduct periodic client reviews and adjust portfolios as needed
- Prioritize client interests and cross-sell bank products when appropriate
- Build and maintain relationships through networking and community involvement
- Participate in the referral program and follow up on leads
- Maintain expertise in financial markets and use research tools
- Ensure compliance with all regulatory and company policies
- Manage client records and branch office files
- Document client communications and assign tasks via Redtail
- Attend sales meetings and collaborate with bank branches
- Perform other duties as assigned
Skills
- Technically proficient with required software platforms (broker dealer system, contact management system, banking core system and financial planning tools)
- Absorb and apply knowledge of financial markets
- Assist clients with basic banking inquiries related to brokerage/advisory accounts