Financial Solutions Advisor
Oklahoma City, Oklahoma, United States of America
Full Time
2 days ago
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.
- Building a financial plan and recommending brokerage products.
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 working in the financial service industry and/or a sales environment.
- Strong computer skills with an ability to multitask in a demanding environment.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development