Financial Advisor (emaFinAdv) Flagstaff, Arizona

 

JOB DESCRIPTION:  FINANCIAL ADVISOR

 

 

DEPARTMENT:         Financial Advisory Group

CLASSIFICATION:    Exempt

REPORTS TO:           Financial Advisory Group Manager

SUPERVISES:            No supervisory responsibility 

JOB SUMMARY:        Responsible for the development of new business relationships and establishes and maintains trust accounts for financial institution customers.

 

 

MAJOR DUTIES &

RESPONSIBILITIES:

 

·       Acts as a trusted advisor to, and advocates for, clients and prospects; provides integrated recommendations that encompasses multiple products and services as needed.

·       Develops in-depth understanding of client’s needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.

·       Effectively manages a book of relationships and acts as relationship lead accountable for the client’s experience.

·       Builds relationships with internal and external sales referral partners. Develops and leverages a personal network in the local community.

·       Works with internal team to effectively coordinate delivery of an exceptional client experience.

EDUCATION &

EXPERIENCE:  

 

·       Bachelor’s degree in finance or related field.

·       Strong sales initiative that drives results in initiating, developing and securing relationships with new and existing customers.

·       Good knowledge of accounting principles, as well as good analytical, verbal, mathematical and written communication skills.

 

 


All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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