Works with clients to plan their short and long-term financial goals
Recommends banking and investments strategies
Triages client requests and makes referrals to appropriate internal service providers
Identifies and engages potential new clients through referrals or financial center clientele

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Has at least one year experience in the investments industry
Has at least one year experience working in the financial service industry or a sales environment
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Efficiently manages your time and capacity
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities

Financial Solutions Advisor

Key skills