Upvote
Downvote
Associate Financial Consultant
Share Job
- Suggest Revision
Full-time
- The Associate Financial Consultant position is a transitional role with progression into the Financial Advisor role.
- Under the mentorship of a Financial Advisor the AFC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.
- Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives.
- Responsible for partnering with assigned Financial Advisor Mentor to develop and implement sales techniques resulting in growth in assets under management and revenue growth resulting in a profitable book of business.
- Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and consumer banking.
Active Job
Updated TodaySimilar Job
Relevance
Active