Financial Solutions Advisor
Antioch, California, United States of America
Full Time
3 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 to business partners
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thorough in incorporating relevant regulatory due diligence
Benefits
- Affordable, competitive and flexible benefits
- Access to paid time off
- Resources and support to make a genuine impact
- Opportunities to learn, grow, and make an impact