Key skills
Mentoring
About this role
Role Overview
- Partnering with clients to understand their objectives
- Conducting in-depth financial reviews
- Analyzing results and developing recommendations
- Collaborating with your team to enhance client experience
- Mentoring and guiding colleagues
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving Certified Financial Planner (CFP) designation
- Comprehensive understanding of the industry landscape
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development programs
- Training and onboarding sessions