Financial Solutions Advisor

Role Overview

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals to business partners.
• Meeting with clients to review financial and investment goals.
• Building a financial plan and recommending brokerage products.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Has at least one year experience working in the financial service industry.
• Sets and accomplishes goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Manages goals, navigates complexity, prioritizes tasks.

Benefits

• Paid time off
• Health insurance
• Industry-leading benefits
• Resources and support for employees