Financial Solutions Advisor
Basking Ridge, New Jersey, United States of America
Full Time
2 weeks ago
$70,000 - $80,000 USD
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads, making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
Benefits
- access to paid time off
- resources and support to contribute to sustainable growth
- competitive benefits to support physical, emotional, and financial well-being