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ECCI 致力于归属感、包容性、多样性和公平性。我们致力于有意识地、主动地创造 阅读更多 们或需要帮助完成申请流程，请使用以下联系信息通过电子邮件联系我们的人力资源部。
在线：hr@eccinvestment.com
主要响应时间：M-F，东部时间 9a-5p
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你好 !
ECCI 致力于归属感、包容性、多样性和公平性。我们致力于有意识地、主动地创造 阅读更多 们或需要帮助完成申请流程，请使用以下联系信息通过电子邮件联系我们的人力资源部。
在线：hr@eccinvestment.com
主要响应时间：M-F，东部时间 9a-5p
阅读还原
Wealth Advisor
Updated: 2024-06-24 19:59:03
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Wealth Advisor
ECC Investment Work from Home/Remote Full-Time
This is a hybrid position and can be located anywhere in our footprint.
At ECC Investment, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At ECCI, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at ECCI, because you belong here.
Position Summary
The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence.
Primary Accountabilities
Actively calls on high value prospects and clients of ECCI to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifies and refers business to other areas within ECCI (company) as appropriate.
Provides quality service in meeting customer needs, inquiries and problems.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Represents the company in community organizations and activities to enhance the company image.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Adheres strictly to compliance and operational risk controls in accordance with company and regulatory standards, policies and practices.
Maintain compliance with all applicable regulations including, but not limited to, the Company Secrecy Act (CSA).
Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
Position Qualifications
Education/Experience:
Bachelor's Degree.
CFP preferred.
5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to ECCI's Human Resources at hr@eccinvestment.com - Apply to Wealth Advisor.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Recommended Skills
Adaptability
Attention To Detail
Company Secrecy Act
Certified Financial Planner
Communication
Courtesy
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