Financial Solutions Advisor

Role Overview

• Providing comprehensive advice and customized solutions to clients
• Trinaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least one year experience in the investments industry
• At least one year experience working in the financial service industry and/or a sales environment
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Collaborates effectively with others
• Communicates effectively and confidently
• Efficiently manages your time and capacity
• Is thorough and thoughtful in incorporating regulatory due diligence

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development