Financial Solutions Advisor
Columbia, Maryland, United States of America
Full Time
2 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
- Complete required licenses and trainings
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Strong computer skills with an ability to multitask
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to our employees