Financial Solutions Advisor
Bronx, New York, United States of America
Full Time
1 day ago
$65,000 - $80,000 USD
Visa Sponsor
Key skills
CommunicationCollaborationSales
About this role
Role Overview
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year of experience in the investments industry
- At least one year of experience in the financial service industry and/or a sales environment
- Strong relationship-building skills
- Effective collaboration and communication skills
- Ability to manage goals and navigate complexity
- Thorough in regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
- Incentives based on performance