Licensed Investment ProfessionalCurrently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.Responsibilities:Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.Analyze client portfolios and recommend investment strategies to optimize performance.Manage ongoing client relationships through regular financial plan reviews and responsive communication.Execute investment transactions in strict adherence to industry regulations and company policies.Resolve client issues effectively and ensure high levels of customer satisfaction.Develop and implement targeted sales strategies to meet organizational goals.Collaborate with Banking Center teams to enhance cross-functional performance and drive results.Oversee and support the training of a Financial Services Assistant to ensure operational excellence.Stay updated on regulatory changes and market trends to maintain expertise in the field.Participate in community engagement and marketing initiatives to promote investment services.