Financial Solutions Advisor – Spanish Preferred
Centennial, Colorado, United States of America
Full Time
1 hour ago
$70,000 - $80,000 USD
Visa Sponsor
Key skills
CommunicationSales
About this role
Role Overview
- Provide comprehensive advice and customized financial solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
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 and/or a sales environment
- Strong computer skills
- Effective communication skills
Benefits
- Paid time off
- Industry-leading benefits
- Resources and support for employees