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Company Contact Info
- Tuscaloosa, AL 35406
- Vaco - Birmingham
- Phone: 205.414.9599
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Vaco Staffing • Tuscaloosa, AL
Posted 2 months ago
One of our clients is looking to add a Financial Advisor to its team. The qualified candidate will be responsible for providing consulting services in order to help clients achieve financial goals.
- Asses client needs and formulate proper strategies
- Apply up-to-date information in order to communicate suitable investments for each customer
- Perform research and review financial news
- Work with bank officers and third-party dealers to bring needed services to clients
- Assist with sales efforts by creating presentations to show clients product information and market trends
- Bachelor's Degree in Finance or Accounting
- 2+ years of similar experience
- Working towards Series 7, Series 66 (or both Series 63 and 65) Certification
- Excellent communication and interpersonal skills
- General knowledge of bank products and services
- Familiarity with Bank Secrecy Act and AntiMoney Laundering