Role OverviewThe Financial Solutions Advisor will provide 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 identifying and engaging potential new clients.
What You Will Do
Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, and applying and expanding knowledge by completing required licenses and trainings.
Why It Might Be a Fit
The Financial Solutions Advisor will be a fit for someone who is self-disciplined, has experience in cultivating client relationships, and can execute multiple tasks simultaneously in a fast-paced environment.
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
- Predictable pay
- Industry-leading benefits
- Paid time off
- Resources and support
- Opportunities to make a genuine impact and contribute to the sustainable growth of the business and the communities served
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