Financial Solutions Advisor
Job in
Burbank, Los Angeles County, California, 91520, 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 Services, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Providing comprehensive advice and customized solutions to clients.
- Triage client leads and make referrals based on client needs.
- Meet with clients to review financial and investment goals.
- Build a financial plan and recommend brokerage products.
- 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 in the financial service industry.
- Strong computer skills.
- Ability to multitask in a demanding environment.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Multitasking
- Series 7
- Series 66
- Series 63
- Series 65
- Certified Financial Planner (CFP)
- Chartered Retirement Planning Counselor (CRPC)
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