Investors Bank Financial Advisor in Brooklyn, New York

Requisition Number
3044
Job Title
Financial Advisor
Location(s)
Avenue M
Full Time/Part Time
Regular Full-Time
Job Description

POSTION OBJECTIVES
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management RESPONSIBILITIES
*Develop sales leads through prospecting and branch interaction.
*Coach and mentor branch staff on sales techniques.
*Profile customers and prospects and assess their financial needs.
*Make suitable recommendations.
*Expand customer relationships.
*Cross sell bank products. SUPERVISORY RESPONSIBILITIES
Ensure branch office and satellites operate within compliance standards.

QUALIFICATIONS
*Bachelors degree or equivalent experience.
*FINRA Series 7 and 63, State Insurance License, Series 65 / 66 desirable.
*Must be able to adapt to working in multiple locations.
*Must be a self starter.

Requirements

Requirements
  • Bachelors degree or equivalent experience.
  • FINRA Series 7 and 63, State Insurance License, Series 65 / 66 desirable.
  • Must be able to adapt to working in multiple locations.
  • Must be a self starter.


Investors Bank is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. All qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, national origin, age, sexual orientation, marital or protected veteran status, disability, or any other legally protected status.