Financial Solutions Advisor
Oak Creek, Wisconsin, United States of America
Full Time
5 hours ago
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- 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
- Building a financial plan and recommending brokerage products
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, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills with an ability to multitask in a demanding environment
Benefits
- Inclusive workplace
- Opportunities to learn and grow
- Commitment to teammates’ physical, emotional, and financial wellness