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Full-time Financial Consultant

at confidential in Wilmington,DE

The Financial Consultant (FC) meets with clients and potential clients to determine investment needs, performs asset gathering, needs analysis and financial planning for the sale of non-bank investment products and services, while meeting or exceeding client expectations. This individual also provides overall portfolio management and advice with regard to non-bank investment products by evaluating the client’s current financial situation, assessing their needs and making recommendations for appropriate investment products and strategies. The FC monitors client portfolios and reviews with them to ensure that investment goals are being met, and will keep informed of market trends and all financial developments that could affect clients’ investments. To ensure success, this individual will develop and maintain a referral network outside the Bank and work well with the core banking network to develop relationships and proactively identify mutual opportunities to build upon to increase volume and to add new clients.

FOR MORE INFORMATION ABOUT THIS JOB AND TO APPLY PLEASE GO TO http://www.http://www.Hound.com


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Published at 08-03-2010
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