Financial Solutions Advisor-Raleigh/Durham Market

We are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Requirements

• Triaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Applying and expanding knowledge by completing required licenses and trainings
• Working in a fast-paced environment
• Managing goals and prioritizing tasks
• Adapting to new information and seeking the right solutions for clients

Benefits

• Benefits not explicitly mentioned