We are seeking a Financial Solutions Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals, and recommending brokerage products.
Requirements
- Currently holds Series 7 and 66 licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry
- Sets and accomplishes goals
- Builds and nurtures strong relationships
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance