Financial Solutions Advisor - Coastal Carolinas

Job Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities Work with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 and 66 (63 and/or 65 in lieu of 66) licenses; if the 66 is not held, a passing score for the missing series within 60 days is required. 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. 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. Loves 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. Desired Qualifications Strong computer skills with the ability to multitask in a demanding environment. Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Schedule Monday - Friday with rotating Saturdays. Shift 1st shift (United States of America). Hours Per Week 40. #J-18808-Ljbffr