Financial Solutions Advisor
United States
Full Time
1 week ago
$70,000 - $80,000 USD
H1B Sponsor
Key skills
Sales
About this role
Role Overview
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on client needs
- Meet with clients to review financial and investment goals
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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness