Travel Registered Nurse utilizing flexibility and expertise in various healthcare settings. Engaging in different specialties and responsibilities across multiple locations to deliver quality patient care.
About the role
- Financial Advisor in Key Investment Services' professional development program focused on advice-based wealth management. Responsible for client relationship growth and financial wellness services.
Responsibilities
- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets
- Host holistic Financial Wellness conversations and complete comprehensive financial plans
- Utilize a consultative sales process and assessment tools where appropriate
- Attain sales production and referral goals to the Bank
- Develop a complete understanding of Key Investment Services solutions
- Be an active member of the Branch team
- Engage licensed and non-licensed Branch personnel to identify investment referral opportunities
- Coordinate all aspects of investment product delivery within assigned Branch(s)
Requirements
- Bachelor's Degree (required)
- Have completed/began CFP (Certified Financial Planner) Courses (preferred)
- FINRA Security Industry Essentials (SIE) within 120 Days (required)
- FINRA License S7 within 120 Days (required)
- FINRA License S66 and Resident State Insurance License within 120 Days (required)
Benefits
- short-term incentive compensation
- deferred incentive compensation subject to individual and company performance
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