Job Details

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members financial goals and identifies suitable non-deposit products and services based on the members unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members accounts. Here's what you can expect from the job and what you need to be successful:Job duties: Assist members and prospects with information, products offered and procedures to implement an investment program. Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators. Interface with mutual fund companies, insurance companies, clearinghou...Financial Advisor, Advisor, Financial, Microsoft, Financial Planning, Business Partner, Banking