Financial Solutions Advisor – Spanish Preferred
Aurora, Colorado, 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
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Applying and expanding knowledge by completing 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 in a demanding environment
- Achieved additional professional designations such as CFP and/or CRPC is desired
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact
- Contribute to sustainable business growth