Holistic Financial Adviser at Prospera

Transform lives as a Holistic Financial Adviser with Prospera. This role emphasizes personalized, comprehensive financial advice to enhance banking and investment opportunities for members.
In this position, you will leverage over 3 years of financial services experience to nurture member relationships. Your focus will include investment strategies, lending options, and proactive outreach to identify opportunities. Compliance and collaboration with specialists will be critical in delivering exceptional support.
Key Responsibilities:
• Manage member portfolios with personalized financial strategies
• Provide financial advice across all banking services
• Identify and pursue new member growth opportunities
• Collaborate with internal teams for comprehensive servicing
• Ensure accuracy in documentation and adherence to compliance
Requirements:
• 3+ years in financial services with 1+ year advisory
• Required Mutual Funds license
• Strong communication and ...