Financial Solutions Advisor
Jobtailor
Responsibilities Works with clients to plan short and long-term financial goals. Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on client needs. 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. Strong computer skills with an ability to multitask in a demanding environment. Achieved additional professional designations such as CFP and/or CRPC. ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills financial planning investment strategies client engagement multitasking Soft Skills coaching feedback communication Certifications & Qualifications Series 7 Series 66 CFP CRPC #J-18808-Ljbffr Jobtailor
Vacancy posted 5 days ago
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