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Financial Advisor
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Full-time
- Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
- Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing
- Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions
- Serves as a business partner to bankers and fellow financial advisors
- Bachelor's degree preferably in Business, Finance, Accounting or related field.
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