Financial Advisor
- Oconomowoc, WI, United States
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Job details
- Posting language
- English
Original job description
The position of Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance. The Financial Advisor’s primary objective is to act as a liaison with bank branches to generate sales leads and cross selling opportunities that will generate fee income for the bank.
More about this job
Skills
- Sales
- Upselling