Assisting clients to live their best financial lives through personalized advice
Building and managing client relationships while guiding them through complex financial decisions
Collaborating with core banking and investment partners
Delivering comprehensive financial advice and client presentations

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
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Financial Solutions Advisor

Key skills