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TowneBank has a culture that:
Essential Responsibilities:
Have a thorough understanding of investment products and services
Make suitable investment recommendations to clients based on knowledge of individual client goals, objectives and current financial standing
Provide for timely execution of both buy and sell orders
Properly process check deposits and security deposits in a timely manner
Maintain regular communication with clients to ensure goals and objectives are understood and in line with current investment recommendations
Maintain all industry required continuing education
Adhere to all compliance standards as required by broker-dealer
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
Series 7, 63 and/or 66 (or equivalent) Life Insurance license
Strong educational background or equivalent professional experience conducive to providing advice and analyzing investment portfolios
General computer skills to include competence in Windows and MS Outlook
Desired Skills and Competencies:
Previous experience providing investment advice in either a brokerage firm, the investment division of a financial institution or an investment advisory practice
Existing client base
Documented production history
Clean compliance record
Complete competence in Microsoft Word, Excel, Outlook
Full Time
$45k-60k (estimate)
10/28/2023
06/27/2024
The job skills required for Financial Advisor include Life Insurance, Futures, Leadership, Products and Services, Brokerage, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.