The VP, Financial Advisor (FA) will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Must keep abreast of procedures, regulations, and market changes. The FA should also maintain a current knowledge of products and services offered and partner with the retail branches, as well as other Kearny Bank Departments. The FA must meet sales goals as established by management. Maintains highest level of sales ability, negotiation skills and knowledge of investment planning and other bank products and services; maintains extensive network of referral sources for new business. Ensures that work follows applicable laws, regulations, and guidelines, as detailed in policies located on the intranet; policies include but are not limited to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
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