We are hiring IMMEDIATELY for a Financial Advisor to join us! Salary: $60K - $65K.
Location: Worcester, MA.
Responsibilities: Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers. Profiles customers and deliver recommendations to ensure these needs are met. Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions. Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers. Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations. Series 6, series 65, 63 Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded. Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests. Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completes other related duties as assigned. Responsibilities: Provide an advice-based approach to financial solutions for an assigned book of business. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Review many of our opportunities here: "Careers and companies flourish when staff, clients, and candidates truly believe in the mission, know the role they play, and humbly reflect, evaluate, and act for the best interest of the communities served". About Wellness Health Careers: Founded in 2017, our team offers recruitment solutions along with a successful reputation recruiting within the fields of Healthcare, IT, Executive Management, Finance and more while specializing in mental and behavioral health. Offering permanent placement services, we work to create a mutually beneficial relationship understanding that the success of your hiring needs is with our team understanding staffing shortages, funding gaps, company culture, and the best skill fit for your organization. We work hard to be recognized as the most trusted, innovative, and reliable team when assisting you with your staffing needs.Other services we offer: Candidate Satisfaction Surveys, Referral Bonus Programs, Customer Internship Programs knowledge, Quarterly Recruitment Round Table Discussions, Recruitment training sessions with HR teams when requested, Offer Quarterly HR meetings with our customers, and we maintain a steady stream of candidates for pipeline use with future job requisitions.
