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Financial Advisor
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- In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs.
- Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products, with an emphasis on Advisory solutions.
- Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
- Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
- Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events.
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