Part-Time Financial Advisor — Wealth Planning & Investments

Saco & Biddeford Savings Institution; Saco (ME); Vor Ort; USD 24.000 - 42.000; Teilzeit

Zusammenfassung

Saco & Biddeford Savings Institution seeks a part-time Financial Advisor to provide customers with financial planning information, guiding them toward goals through brokerage accounts, annuities, mutual funds, and insurance products. You will maintain compliance with laws and bank policies while reporting to the broker/dealer supervisor.

The role emphasizes sales, education, and client relationships, with ongoing seminars and strong emphasis on regulatory adherence and documentation.

Qualifikationen

• NASD Series 6, 63, 7, 65/66 registrations required.
• Health, Accident & Life Insurance licenses required.
• 4 year college degree or equivalent combination of education and experience.
• 3 years related experience preferred.

Aufgaben

• Provides professional, courteous and efficient service to internal and external customers.
• Sales and distribution of investment products to ensure profitability and meet customer needs.

Kenntnisse

Sales ability

Client relations

Verbal & written comms

Planning & organizing

Ausbildung

Bachelor degree or equivalent

3 years related experience

Tools

Financial software

Jobbeschreibung

Saco & Biddeford Savings Institution seeks a part-time Financial Advisor to provide customers with financial planning information, guiding them toward goals through brokerage accounts, annuities, mutual funds, and insurance products. You will maintain compliance with laws and bank policies while reporting to the broker/dealer supervisor.

The role emphasizes sales, education, and client relationships, with ongoing seminars and strong emphasis on regulatory adherence and documentation.