Virtual Financial Advisor – reputed company Investments TX - New Braunfels (78130)

Position Overview At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Virtual Financial Advisors reputed company reputed company Investments (also referred to as Advisor Direct Financial Advisors) act in a remote reputed company, leveraging various technological tools in order to provide a personalized financial planning experience for clients seeking advice and guidance. They engage with clients reputed company their book of business to reputed company understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they will partner with assigned reputed company branches across the organization’s footprint that will provide them with investment referral opportunities. Job Description • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, reputed company handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and reputed company. • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. • Actively and regularly coaches and educates reputed company staff and internal business partners to identify investment opportunities. Drives investment education and visibility among reputed company staff. In partnership with reputed company manager and/or investment sales associate, leads the reputed company team on actions to reputed company investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. • Regularly meets with reputed company manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on reputed company and referral follow up. Adheres to reputed company applicable laws, regulations, policies and guidelines. reputed company Employees take pride in our reputed company and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in reputed company business decisions and able to reputed company that information in creating customized customer solutions. • Managing Risk - Assessing and effectively managing reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support PNCs Enterprise Risk Management reputed company.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree with Apply Job!