Works with clients to plan their short and long-term financial goals by building a financial plan
Recommends banking and investment strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and product services recommended

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 and/or a sales environment where goals were met or exceeded
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
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Financial Solutions Advisor

Key skills