Financial Solutions Advisor - Preston Center Financial Center

We are looking for an experienced financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities Triage client leads and refer to internal partners based on client needs and asset thresholds. Meet with clients to review financial and investment goals and build a financial plan. Recommend brokerage products (stock, bonds, mutual funds, annuities, banking and money‑managed solutions) and banking/investment strategies aligned with client objectives. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners based on client needs and potential product services. Maintain SAFE Act registration and complete required background checks; failure to maintain registration may result in disciplinary action. Schedule Monday through Friday with rotating Saturdays. Required Qualifications Current Series 7 and Series 66 licenses (Series 63 or 65 may be substituted for Series 66 if passing score obtained within 60 days). At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded. Demonstrated ability to set and accomplish goals, build and nurture strong relationships, and collaborate effectively. Strong communication skills, comfortable engaging all clients. Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment. Commitment to incorporating regulatory due diligence into daily activities. Desired Qualifications Strong computer skills and ability to multitask in a demanding environment. At least three years of experience in the financial service industry or a sales environment with exceeding goals. Additional professional designations such as CFP or CRPC. Insurance licenses. Skills Advisory account management Client experience & branding Customer & client focus Oral communication Issue management Client solutions Advisory pipeline management Active listening Attention to detail Risk management Policies, procedures, and guidelines Client management Causation analysis Written communication Shift & Hours 1st shift (United States); 40 hours per week. Minimum Education High School Diploma / GED / Secondary School or equivalent. #J-18808-Ljbffr