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Financial Advisor, Chelmsford, MA, Area
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Full-time
- Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.
- Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and servicesMaintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner.
- Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectivesMaintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
- Degrees such as an MBA, CFP, CHLU or CHFC preferred.
- Licenses/Certifications: FINRA licenses and , or and and as well as appropriate state insurance licenses required.
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