Financial Solutions Advisor
Woodland Hills, 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 making referrals
- Meeting with clients to review financial and investment goals
- Build a financial plan and recommend 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
- At least three years’ experience working in the financial service industry
Benefits
- Affordable, competitive and flexible benefits
- Access to paid time off
- Resources and support for employees