Financial Solutions Advisor
El Segundo, California, United States of America
Full Time
4 hours 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 referrals to business partners
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- 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 in a demanding environment
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Resources and support for employee well-being