Financial Solutions Advisor

Responsibilities Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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. Applying and expanding knowledge by completing required licenses and trainings. Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your 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. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. #J-18808-Ljbffr Jobtailor