Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
Acquire, build and manage client relationships
Guide clients with advice and solutions for financial wellness
Work in a financial center to deliver core banking and investment solutions
Collaborate with banking and investment partners to meet clients' financial needs

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
Currently holds FINRA Securities Industry Essentials (SIE)

Financial Solutions Advisor

Key skills