Premier Financial Advisor - Client Growth & Investments

Hispanic Alliance for Career Enhancement; Berkeley (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Hispanic Alliance for Career Enhancement in Berkeley, CA seeks a Banking Advisor to uncover financial needs and deliver holistic banking and investment solutions. You will work with the market to build relationships, acquire new assets, and grow AUM while promoting digital platforms.

Responsibilities include consultative client engagement, collaboration with Financial Advisors, and executing sales plans to meet targets.

Responsibilities

• Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).
• Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Introduces and guides clients to use digital platforms and promotes adoption of digital features.
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives.
• Identifies short and long-term value creation opportunities for target customer segments.
• Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence (e.g. law and accounting firms) and two-way referral relationships.
• Coordinates outreach efforts for seminars, campaigns, or client events.
• Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.
• Sources new revenue and investments through client acquisition and deepening existing relationships.
• Delivers consistent client service using established playbook and guidelines.
• Supports client onboarding, documentation, and service delivery.
• Escalates complex or unresolved client situations and complaints.
• Develops solid product knowledge and financial expertise for an assigned portfolio of products.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.

Job description

Hispanic Alliance for Career Enhancement in Berkeley, CA seeks a Banking Advisor to uncover financial needs and deliver holistic banking and investment solutions. You will work with the market to build relationships, acquire new assets, and grow AUM while promoting digital platforms.

Responsibilities include consultative client engagement, collaboration with Financial Advisors, and executing sales plans to meet targets.