Financial Solutions Advisor
Jobtailor
Responsibilities Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals Triaging client leads and referrals based on client needs and asset thresholds Meeting with clients to review financial and investment goals and building financial plans 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 including investment training and in-depth knowledge of investment products and services Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Hard Skills financial planning investment products investment services Soft Skills client advisory communication goal-oriented problem-solving Certifications & Qualifications Series 7 Series 66 Series 63 Series 65 #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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