Wealth Advisor

The Wealth Advisor analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances.

Requirements

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays current of market activity and news affecting the markets.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Benefits

• Health insurance
• 401k matching