As a Financial Solutions Advisor, you will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including building a financial plan and recommending brokerage products. You will work in an in-office culture with specific requirements for office-based attendance and flexibility for teammates and businesses. You will be responsible for applying and expanding your knowledge by completing required licenses and trainings, and you must register with the federal registry system and remain in good standing as per the SAFE Act requirements.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- Retirement Plan
- Visa Sponsorship
