Advisor, Securities

Responsibilities

As a securities advisor, you will run the full cycle of client engagement, from prospecting and selling securities to managing ongoing relationships. Your day-to-day tasks include:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Set goals and advise members and clients on the best solutions and strategies.
• Analyze and meet complex client needs, handle requests, and follow up as needed.
• Collect, compile, and analyze data to prepare reports and recommendations.
• Oversee portfolios, assess customer satisfaction and service quality, and follow up for continuous improvement.
• Monitor industry trends, opportunities, and best practices to keep services current.

Qualifications

• General college diploma in a related field.
• A minimum of three years of relevant experience in securities or related sales...