Advice center - financial advisor - (Akron, OH)
Responsible for personal production goals and customer service objectives for all assigned branches. Works closely with all branch staff (licensed and non-licensed) to help identify investment and / or insurance opportunities to help customers with their longterm goals. Coach bankers as needed to better profile customers in order to identify needs and provide appropriate solutions. Provide ongoing coaching, product / sales training and sales support to assigned branches in order to deliver a great customer background to all customers and prospective customers. Responsible for partnering with different lines of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs. Provides investment / insurance products and services to customers based on comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
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From Jobs-Search - 1 month ago