Financial Advisor

The main focus of the Financial Advisor role is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.
Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' Goals
Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions
Collaborates and understands working with NTSI traders to ensure excellence in execution
Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
Fully participates in all ongoing training and meeting initiatives
Sets personal sales goals and business plan with manager based on experience and product knowledge
Providing the highest level of client service to clients is a top priority
Operates independently; has in-depth knowledge of business unit / function
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
Carries out activities that are large in scope, cross-functional and technically difficult.
Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
Conducts preliminary analysis
Responsible for direct interaction with different committees and/or management
Strategic in developing, implementing and administering programs
Minimum 7+ years of securities industry and sales experience.
Must have broad based knowledge of all securities products, options expertise preferred.
Required Securities license: Series 7, 66 (or 63/65)
Professional designation preferred (CFP)
Strong sales, communication, and group presentation skills.
Individual must be goal driven and self-motivated
Some travel may be required

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