Financial Solutions Advisor
Job in
Brookline, Norfolk County, Massachusetts, 02445, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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
- Mitigates and controls risk
- 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
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Likes to learn and adapts to new information
- financial planning
- investment strategies
- risk management
- client engagement
- goal setting
- sales experience
- coaching
- feedback
- relationship building
- collaboration
- communication
- adaptability
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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