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Financial Consultant
Job Summary: Provides information on the investment products available through UVEST and provides guidance to help clients reach their long-term financial goals in a value-added, needs-based manner.
Essential Functions: Business Development- Identifies prospects through business and community contacts and referrals from bank employees. Arranges appointment with prospective and existing clients. Meets with prospective and existing clients to learn their specific needs and situations including their investment experience, time horizon and risk tolerance. Discusses long-term goals that require funding.
Administrative: Opens UVEST accounts and directs investments. Updates employees on referral progress. Adheres to all rules and regulations applicable to this position. Performs other related duties as assigned.
Customer Service: Makes recommendations to help clients achieve their financial goals for a comfortable retirement, educational purposes or to meet medical expenses and/or other financial needs. Services existing clients and makes contacts to discuss market changes, etc.
Education, Skills and Experience: Required – Bachelor’s degree in business, finance or related field; Three to five years experience in finance or related field; Excellent interpersonal and communication skills; Comprehensive knowledge of stocks, bonds, mutual funds and other investments; Ability to sell investment products and meet sales goals; Comprehensive knowledge of all trust functions ;PC proficiency.
Preferred – NASD Series 7; Life and Health Insurance designation.
Physical Demands: The physical demands here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. The associate is regularly required to sit, stand, walk, bend, stoop and reach and is frequently required to use hand to finger association to handle or feel objects and operate a PC.
Work Environment: The work characteristics described here are representative of those an associate encounters while performing the essential functions of this job. The work environment is a typical office setting and does not have any extreme conditions.
This job description may be added to, modified, streamlined and/or changed at any time to meet the organization’s needs.
