Financial Solutions Advisor
Jobtailor
Responsibilities Provide comprehensive advice and customized solutions to clients Triaging client leads Making referrals to business partners based on client needs 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 Must build and nurture strong relationships Communicates effectively and confidently Soft Skills relationship building effective communication confidence Certifications & Qualifications Series 7 license Series 66 license Series 63 license Series 65 license #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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