Financial Solutions Advisor

Role Overview

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals based on client needs
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products
• Completing required licenses and training associated with the role

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least one year experience in the investments industry
• At least one year experience in the financial service industry or a sales environment
• Ability to build and nurture strong relationships
• Strong communication skills and comfort engaging with clients
• Ability to manage goals and navigate complexity in a fast-paced environment
• Thorough in incorporating relevant regulatory due diligence into daily activities

Benefits

• Competitive benefits to support physical, emotional, and financial well-being
• Opportunities for professional development and training