Digital Wealth Specialist

What you’ll do

• Build and maintain strong relationships with members by providing investment advice and solutions through digital platforms (e.g., phone, virtual channels)
• Identify member needs by analyzing financial situations, investment portfolios, and life stage goals, and recommend appropriate investment and retirement solutions
• Develop individualized portfolio plans, including diversification strategies that align with member objectives and risk tolerance
• Deliver a high level of service and advice on investment products, including supporting digital and robo‑advisor platforms in partnership with Consumer Advisors
• Grow business by fostering new relationships and expanding existing member portfolios through proactive outreach and business development
• Conduct regular client reviews and ongoing follow‑ups to ensure member needs continue to be met and portfolios remain aligned with goals...