Financial Solutions Advisor

Role Overview

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies
• Triages client requests and refers to internal service providers
• Mitigates and controls risk
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

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
• Manages goals, navigates complexity, prioritizes tasks
• Likes to learn and adapts to new information
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Benefits

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