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Financial Consultant
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Full-time
- Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.
- Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
- Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met.
- Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call.
- 3+ years in retail sales required, with some banking experience preferred
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