Financial Solutions Advisor
Phoenix, Arizona, United States of America
Full Time
13 hours ago
Visa Sponsor
Key skills
BISales
About this role
Role Overview
- Provides comprehensive advice and customized solutions to clients
- Meets with clients to review financial and investment goals
- Builds a financial plan and recommends brokerage products
- Triage client leads and makes referrals to business partners
- Applies and expands 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
- Strong computer skills with an ability to multitask
- Bi-lingual Spanish speaking
- Builds and nurtures strong relationships
Benefits
- Employee wellness programs
- Opportunities for professional development
- Flexible working arrangements
- Health insurance
- Paid time off
- 401(k) matching