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Financial Advisor at

Financial Advisor

Minneapolis, MN Contractor
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Job Title:          Financial Advisor

Duration:         12 months (Possibility of extension)     

Location:          Charlotte, NC / Arlington, TX / Richmond, VA (Remote till the Covid situation improves)

If you are interested for the above position, please email at [ Email address blocked ] - Click here to apply to Financial Advisor


·         Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support. 

Duties include:

·         Working with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services

·         Assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution

·         Preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level financial planning

·         Identifying external customer needs and evaluating profitability and risk;  preparing marketing proposals

·         Assisting with special projects relating to product conversions and new product development.  Provide guidance to lower level staff.

Required Qualifications:

·         2+ years of client service experience, related business experience, or a combination of both  



·         Strong FINRA background

·         Series 7 license is required

·         3-5+ years of relevant brokerage experience and high level of customer service experience

Recommended Skills

Account Management
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