Financial Solutions Advisor - Austin Area

Responsibilities Triage client leads, make referrals to internal partners based on client needs and asset thresholds. Meet with clients to review financial and investment goals. Build comprehensive financial plans incorporating brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. Recommend banking and investment strategies aligned with client goals. Mitigate and control risk as part of daily activities. Identify and engage prospective clients through referrals and financial center clientele. Provide coaching and feedback to referral partners on client needs and appropriate product services. Required Qualifications Current Series 7 & 66 license (Series 63 or 65 in lieu of 66). If holding 63 or 65, must pass missing series within 60 days. At least one year of experience in the investments industry with in-depth knowledge of products and services. At least one year of experience in the financial services industry or a sales environment where goals were met or exceeded. Strong goal‑setting and achievement skills. Ability to build and nurture strong client relationships. Effective collaboration and communication skills with confidence engaging all clients. Capability to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment. Ability to learn quickly, adapt, and seek optimal solutions for clients. Efficient time and capacity management. Thorough and thoughtful incorporation of regulatory due diligence into daily activities and long‑term strategies. Compliance with SAFE Act registration requirements; required to register and maintain status. Desired Qualifications Bi‑lingual in Spanish. Strong computer skills with multitasking ability in a demanding environment. At least three years of experience in the financial services industry or a sales environment with goal achievements. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Insurance licenses obtained. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Position Details Schedule: Monday‑Friday with rotating Saturdays. Shift: 1st shift (United States of America). Hours per week: 40. This position is open for the entire market; the specific Financial Center location will be determined based on business needs. New hires may start in a phone‑based capacity while awaiting a determined location within a reasonable commuting distance. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. #J-18808-Ljbffr