Financial Solutions Advisor

Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals Triage client leads and make referrals to business partners based on client needs and asset thresholds Meet with clients to review financial and investment goals Build a financial plan and recommend brokerage products Apply and expand knowledge by completing required licenses and trainings Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Bi-lingual Spanish speaking Strong computer skills with an ability to multitask in a demanding environment Core Competencies Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in investment products and services. Proficient in client relationship management and achieving sales goals in a fast-paced financial services environment. Highest-signal resume keywords Series 7 License Series 66 License Investment Knowledge Financial Services Experience Bilingual Spanish Hard Skills Financial Planning Investment Products Client Needs Assessment Brokerage Recommendations Lead Triage Soft Skills Multitasking Client Relationship Management Certifications & Qualifications Series 7 License Series 66 License Industry Keywords Financial Goals Investment Industry Sales Environment Client Referrals Asset Thresholds #J-18808-Ljbffr Jobtailor