Financial Solutions Advisor

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• Potentially responsible for provision of residential mortgage loans, subject to SAFE Act registration

• Aptitude in obtaining required industry licenses
• Self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success in creating strong peer relationships through effective communication and collaboration
• Results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment
• Ability to execute multiple tasks simultaneously
• Adapt to new technology or applications

• Self-discipline
• Client relationship cultivation
• Needs assessment
• Solution recommendation
• Effective communication
• Collaboration
• Results‑driven mindset
• Time management
• Multitasking
• Adaptability

• Industry licenses
• SAFE Act registration