Financial Solutions Advisor

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves working with clients to plan their short and long-term financial goals, recommending banking and investments strategies, and mitigating and controlling risk. The position requires a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.

What You Will Do

Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role also involves applying and expanding knowledge by completing required licenses and trainings.

Why It Might Be a Fit

This position requires a strong ability to build and nurture relationships, communicate effectively, and manage goals and complexity in a fast-paced environment. The ideal candidate will have a minimum of one year of experience in the investments industry and a strong understanding of investment products and services.

Requirements

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience working in the financial service industry and/or a sales environment
• Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity
• 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
• Formulaic incentive plan
• Annualized salary $70,000.00 - $80,000.00