HFA Financial Advisor Senior - Branch
On-siteWake Forest, North Carolina, United States
Job Summary
Conduct personal production goal management and customer service oversight for assigned branches and book of business. Deliver investment and insurance solutions based on comprehensive financial planning that incorporates client assets, goals, time horizons, and risk tolerances. Coach branch staff regularly to better profile customers and identify short-term and long-term needs. Provide ongoing training and sales support across all lines of business, including Mortgage, Business Banking, and Private Bank, to ensure a superior customer experience. Partner with every line of business to provide clients with best solutions for all their needs.
Required Qualifications
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7 license
- Series 63 license
- Series 65/66 license
- Life and Health Licenses
Desired Qualifications
- Bachelor's Degree
- At least 2-3 years of experience in an investments area
- Experience coaching, influencing and developing individuals in a team environment
- Track record of exceeding expectations as well as assigned goals and targets
- Ability to effectively communicate with a wide range of prospects and clients
- Attention to detail in paperwork
- Commitment to excellence in service and follow up
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