Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training.
Build and manage client relationships to guide them on their financial needs.
Work in financial centers to deliver banking and investment solutions.
Collaborate with banking and investment partners to connect clients to solutions.

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Health insurance
401(k) matching
Competitive benefits to support the physical, emotional and financial well-being of employees.

Financial Solutions Advisor

Key skills