About this role

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Triage client leads, making referrals to business partners
Meeting with clients to review financial and investment goals
Build a financial plan and recommend brokerage products
Apply and expand knowledge by completing required licenses and trainings

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, achieving whatever you put your mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
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 for clients
Efficiently manages your time and capacity
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Financial Solutions Advisor

Key skills