Financial Solutions Advisor
Santa Rosa, California, United States of America
Full Time
1 day 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
- Meeting with clients to review goals
- Building financial plans and recommending 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 or a sales environment
- Strong computer skills
- Ability to multitask in a demanding environment
- Achieved additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)
Benefits
- Competitive and flexible benefits
- Access to paid time off
- Resources and support for employees