providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
triaging client leads
making referrals to business partners based on client needs and asset thresholds
meeting with clients to review financial and investment goals and recommend products
applying and expanding knowledge by completing required licenses and trainings
provision of residential mortgage loans

Aptitude in obtaining required industry licenses
self-disciplined in managing time and capacity
experience in cultivating client relationships, assessing needs and recommending solutions
success creating strong peer relationships through effective communication and collaboration
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
currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Financial Solutions Advisor

Key skills