Financial Solutions Advisor
Los Angeles, California, United States of America
Full Time
4 days ago
$70,000 - $80,000 USD
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Providing comprehensive advice and customized solutions to clients.
- Triage client leads and make referrals based on needs.
- Meeting with clients to review financial and investment goals.
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.
Benefits
- Industry-leading benefits
- Access to paid time off
- Support for employees to make an impact