Financial Solutions Advisor

Role Overview

• Obtain Securities Industry licenses (SIE, Series 7 and Series 66 Exams)
• Gain foundational skills to be an advisor
• Build and manage client relationships
• Provide comprehensive financial advice and solutions
• Help clients achieve financial goals and life priorities
• Collaborate with banking and investment partners

Requirements

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Currently holds FINRA Securities Industry Essentials (SIE)

Benefits

• world-class training and on-boarding programs
• dedicated programs, tools, and resources throughout your career journey
• one-on-one coaching from Academy managers
• opportunities to learn, grow, and make an impact