Financial Solutions Advisor
Jobtailor
Responsibilities Providing comprehensive advice and customized solutions to clients Trinaging client leads Making referrals to business partners Meeting with clients to review financial and investment goals Building a financial plan Recommending brokerage products Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments industry At least one year experience working in the financial service industry and/or a sales environment Sets and accomplishes goals Builds and nurtures strong relationships Collaborates effectively with others Communicates effectively and confidently Efficiently manages your time and capacity Is thorough and thoughtful in incorporating regulatory due diligence Soft Skills sets and accomplishes goals builds and nurtures relationships collaborates effectively communicates effectively manages time and capacity thorough and thoughtful Certifications & Qualifications Series 7 license Series 66 license Series 63 license Series 65 license #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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