What are the responsibilities and job description for the Financial Advisor position at Central Bank?
Provide investment advice, portfolio analysis, and trade execution.
Recommend investment plans aligned with client goals.
Conduct periodic client reviews and adjust portfolios as needed.
Prioritize client interests and cross-sell bank products when appropriate.
Build and maintain relationships through networking and community involvement.
Participate in the referral program and follow up on leads.
Maintain expertise in financial markets and use research tools.
Ensure compliance with all regulatory and company policies.
Manage client records and branch office files.
Document client communications and assign tasks via Redtail.
Attend sales meetings and collaborate with bank branches.
Perform other duties as assigned.
Be technically proficient with required software platforms; broker dealer system, contact management system, banking core system and financial planning tools
Assist clients with basic banking inquiries related to brokerage/advisory accounts
Recommend investment plans aligned with client goals.
Conduct periodic client reviews and adjust portfolios as needed.
Prioritize client interests and cross-sell bank products when appropriate.
Build and maintain relationships through networking and community involvement.
Participate in the referral program and follow up on leads.
Maintain expertise in financial markets and use research tools.
Ensure compliance with all regulatory and company policies.
Manage client records and branch office files.
Document client communications and assign tasks via Redtail.
Attend sales meetings and collaborate with bank branches.
Perform other duties as assigned.
Be technically proficient with required software platforms; broker dealer system, contact management system, banking core system and financial planning tools
Assist clients with basic banking inquiries related to brokerage/advisory accounts