Financial Solutions Advisor, Bi-Lingual Spanish
Patchogue, New York, United States of America
Full Time
1 week ago
$65,000 - $80,000 USD
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Providing comprehensive advice and customized solutions to clients
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
- Triaging client leads and making referrals to business 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
- Strong computer skills with an ability to multitask in a demanding environment
- Achieved additional professional designations such as CFP and/or CRPC
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth