Wealth Advisor

Essential Duties And Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Safeguards departmental documents and activities in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry.
• Completes required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

• High School Diploma/GED and One year experience as a financial advisor.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read, analyze, and interpret financial reports and/or legal documents.
• Ability to write simple-to-business correspondence and routine reports.
• Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.
• Education and/or Experience: HS Diploma/GED and One year experience as a financial advisor.
• Computer Skills: Proficiency with MS Office programs such as Excel and Word.
• Other Qualifications: Ability to handle a high-stress environment, professional conduct and appearance, maintain client privacy and keep highly sensitive data confidential, excellent oral and written communication skills.