As a Financial Solutions Advisor, you will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will work with clients to plan their short and long-term financial goals, recommend banking and investments strategies, and triage client requests. You will also identify and engage potential new clients through referrals or financial center clientele. You will work in a fast-paced environment and must be able to set and accomplish goals, build and nurture strong relationships, and communicate effectively with clients.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has 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
- Industry-leading benefits
- Paid time off
- Resources and support
