Financial Solutions Advisor
Providence, Rhode Island, United States of America
Full Time
1 week ago
$65,000 - $80,000 USD
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Provides comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Meet with clients to review investment goals
- Build financial plans and recommend brokerage products
- Complete required licenses and trainings
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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively with all clients
- Manages goals and executes in a fast-paced environment
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off