Financial Solutions Advisor

Role Overview

• Provide comprehensive advice and customized solutions to clients to achieve financial goals
• Triaging client leads and making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• Responsible for the provision of residential mortgage loans under the SAFE Act

Requirements

• Aptitude in obtaining required industry licenses
• Self-disciplined in managing time and capacity
• Experience in cultivating client relationships and assessing needs
• Proven ability to create strong peer relationships through effective communication
• Results-driven mindset with ability to prioritize client's interest in complex environments
• Ability to execute multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications

Benefits

• Competitive benefits to support physical, emotional, and financial wellness
• Opportunities to learn and grow
• Inclusivity and diversity initiatives