Job Description
Is this role right for you?
In this role you will:Identify new business opportunities to gather additional assets and/or increase revenue
Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
Prepare, analyze, and present reports and recommendations to clients
Work with the Advisor to develop and distribute client communication and marketing pieces
Act as a leader to other associates on the team and within the branch by providing direction and coaching
Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
Experience in the securities ind...