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 makes referrals to appropriate service providers
• 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 or sales environment
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
• Likes to learn, adapts to new information, and seeks the right solutions

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to make a genuine impact
• Contribute to the sustainable growth of communities