Advisor, Securities

Responsibilities

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Assist in selling securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Focus areas include discretionary management, mutual funds, exchange‑traded funds, and structured products.
• Handle special information requests from clients and promote and sell specialized products and services in accordance with the unit’s business objectives and strategies.
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
• Support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
• Su...