Financial Solutions Advisor
New York, United States of America
Full Time
1 week 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 and making referrals to business partners
- Meeting with clients to review financial and investment goals
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 in the financial service industry and/or sales environment
Benefits
- Industry-leading benefits
- Access to paid time off
- Support for physical, emotional, and financial wellness