Financial Solutions Advisor- Valley Crest Market

Financial AdvisorThis job 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Works 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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.Has 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.Desired Qualifications:Strong computer skills with an ability to multitask in a demanding environment.At least three years' 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 your insurance licensesSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsSchedule:Monday-Friday Open availability required + some SaturdaysMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentThis position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Shift:1st shift (United States of America)Hours Per Week:40Pay Transparency detailsUS - CA - Burbank - 142 E Olive Ave - BURBANK MAIN OFFICE (CA8114), US - CA - Glendale - 203 N Glendale Ave - WILSON & GLENDALE BC (CA8187), US - CA - Glendale - 345 N Brand Blvd - GLENDALE MAIN OFFICE (CA8109), US - CA - Glendale - 6400 San Fernando Rd - WEST GLENDALE BC (CA0126), US - CA - La Canada Flintridge - 537 Foothill Blvd - LA CANADA FLINTRIDGE BC (CA8138), US - CA - La Crescenta - 3141 Foothill Blvd - LA CRESCENTA BC (CA8146), US - CA - Los Angeles - 2263 Colorado Blvd - EAGLE ROCK BC (CA9128), US - CA - Los Angeles - 5515 N Figueroa St - HIGHLAND PARK BC (CA9114), US - CA - Mission Hills - 10300 Sepulveda Blvd - SEPULVEDA-DEVONSHIRE BC (CA6117), US - CA - Montrose - 2320 Honolulu Ave (CA8118), US - CA - North Hills - 9012 Sepulveda Blvd (CA7221), US - CA - North Hollywood - 5025 Lankershim Blvd (CA9104), US - CA - North Hollywood - 6600 Laurel Canyon Blvd - VALLEY PLAZA BC (CA9147), US - CA - Panorama City - 8324 Van Nuys Blvd - PANORAMA CITY BC (CA6122), US - CA - Sherman Oaks - 13700 Riverside Dr - RIVERSIDE-WOODMAN BC (CA8128), US - CA - Sherman Oaks - 14701 Ventura Blvd - SHERMAN OAKS BC (CA8131), US - CA - Studio City - 12223 Ventura Blvd (CA8119), US - CA - Sunland - 8510 Foothill Blvd - SUNLAND BC (CA8129), US - CA - Sun Valley - 8409 Laurel Canyon Blvd - CANYON PLAZA BC (CA8198), US - CA - Sun Valley - 8888 Sunland Blvd - SUN VALLEY BC (CA8165), US - CA - Valley Village - 5201 Laurel Canyon Blvd - LAUREL CANYON-MAGNOLIA BC (CA9184), US - CA - Van Nuys - 14439 Burbank Blvd - Van Nuys-Burbank (CA7242), US - CA - Van Nuys - 6551 Van Nuys Blvd - VAN NUYS MAIN OFFICE (CA7111), US - CA - Van Nuys - 7060 Sepulveda Blvd - SEPULVEDA-SHERMAN WAY BC (CA7119), US - CA - Van Nuys - 7255 Woodman Ave - WOODMAN-SHERMAN WAY BC (CA7206)Pay and benefits informationPay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.