FINANCIAL ADVISOR

GENERAL SUMMARY:

Develops and maintains customer portfolio.  Responsible for comprehensive financial planning for clients

RESPONSIBILITIES AND DUTIES:

 

KNOWLEDGE, SKILL, AND ABILITIES:

 

EDUCATION AND EXPERIENCE:

 

PHYSICAL REQUIREMENTS:

                                                            

Seeing: 75-100%

Must be able to greet customers read documents, use computer                                                                               

Hearing: 75-100%

Must be able to communicate with customers and co-workers                                                                                              

Must be able to visit customer                                    

                                                                        

Climbing/Stooping/Kneeling: 0-24%          

 

Must be able to use computer, write                                                                                                                           

 

PHYSICAL DIMENSIONS:

Medium Work:  Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and walking and standing some of the time.

 

NOTE:  The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

Series 7/66 Licenses and/or 3-5 years' experience.