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Financial Solutions Advisor
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies
- Triages client requests and makes referrals to appropriate service providers
- Identifies and engages potential new clients
- Provides coaching and feedback to referral partners
- 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 or sales environment
- 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
- 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
- coaching
- feedback
- relationship building
- collaboration
- communication
- goal setting
- adaptability
- problem solving
- task prioritization
- execution
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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