Job Description
Overview
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. You listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work with a client base consisting of individual members and business owners. Interpersonal savvy is essential. You drive results by developing strategies and recommending investments, loans and insurance products. You balance member/client satisfaction, business objectives, profitability and sound risk management while working with partners and experts to design integrated strategies that meet the needs of members and clients.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results.
- Manage business relationships, assess memb...