Financial Solutions Advisor - Southern Inland Empire

Financial Solutions Advisor provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, and recommending brokerage products.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Has at least one year experience in the investments industry
• Has at least one year experience working in the financial service industry and/or a sales environment
• 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

Benefits

• formulaic incentive plan
• benefits eligibility
• paid time off
• industry-leading benefits