Financial Solutions Advisor

Role Overview

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66
• Develop foundational skills to be an advisor
• Build and manage client relationships
• Provide advice and solutions to clients
• Collaborate with core banking and investment partners

Requirements

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Benefits

• inclusive workplace
• opportunities to learn and grow
• professional development
• competitive benefits to support physical, emotional, and financial well-being