Financial Solutions Advisor - Monterey Main Financial Center

Financial Solutions Advisor responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals, including triaging client leads, making referrals to business partners, and recommending brokerage 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 and/or a sales environment
• High School Diploma / GED / Secondary School or equivalent

Benefits

• Formulaic incentive plan
• Paid time off
• Industry-leading benefits