Financial Advisor - Bellmawr, NJ
180 North Black Horse Pike, Bellmawr, New Jersey, United States
USD 72K-108K Entry-level Full Time
Tasks
- Anticipate client needs
- Complete continuing education
- Conduct financial needs analysis
- Develop client relationships
- Ensure regulatory compliance
- Implement annual client review meetings
- Implement customer identification program
- Make investment recommendations
- Meet sales goals
- Onboard new clients
- Partner on lead generation
- Perform customer due diligence and enhanced due diligence
- Perform proactive client outreach
- Provide financial planning guidance
- Recommend wealth solutions
- Refer business to retail and wealth partners
- Review financial goals
- Sell investment management solutions
- Serve as primary client point-of-contact
Perks/Benefits
- Coaching and mentoring
- Community involvement
- Growth opportunities
- Inclusive work culture
- Skill development
Skills/Tech-stack
Customer Due Diligence | Customer Identification | Customer Identification Program | Customer Relationship Management | Customer relationship | Due Diligence | Enhanced due diligence | Financial planning | Investment sales | Lead generation | Regulatory Compliance | Relationship Management | Sales | Wealth Management
Education
Roles
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