Role OverviewAs a Financial Solutions Advisor, you will work with clients to plan their short and long-term financial goals, recommend banking and investments strategies, and provide comprehensive advice and customized solutions. This role requires SAFE Act registration and involves working in an in-office culture that supports collaboration, engagement, and career development.
What You Will Do
Your key responsibilities will include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, and recommending products. You will also be responsible for applying and expanding your knowledge by completing required licenses and trainings.
Why It Might Be a Fit
This role is ideal for individuals who are self-disciplined, have experience in cultivating client relationships, and can execute multiple tasks simultaneously. You will have the opportunity to build a successful career with opportunities to learn, grow, and make an impact.
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
- Dental insurance
- Vision insurance
- Predictable pay
- Paid time off
- Resources and support
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