Securities advisor developing and maintaining business relationships with clients. Selling securities products and services while analyzing client needs and proposing solutions.
Responsibilities
Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
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