Financial Solutions Advisor – Spanish Preferred

Role Overview

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals based on client needs
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending products
• Mitigating and controlling risk as part of daily activities

Requirements

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience working in the financial service industry
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Communicates effectively and confidently with clients
• Efficiently manages time and capacity

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Professional development opportunities