Financial Advisor

This Financial Advisor role is focused on supporting new client acquisition in local community. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Role overview

Notch sales coaching to take your career to the next level. Strong suite of tools, including emerging digital capability to enhance your competitive edge.

Main responsibilities

Supporting new client acquisition in local community.

Requirements

• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.
• Leverage technology to deliver on client experience.
• 2-3 years of proven sales experience in the financial services industry, handling credit and investments.

Job details

• Competitive salary, annual bonus, and recognition programs that reward top performance.
• Additional detail: Bonus opportunities may be available.