Financial Solutions Advisor
Job in
Chandler, Maricopa County, Arizona, 85249, USA
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Obtain Securities Industry licenses through dedicated classes and structured lessons
- Learn foundational advisor skills, including acquiring, building, and managing client relationships
- Consider clients' complex financial situations and provide advice and solutions
- Work in a financial center to deliver banking, investment solutions, and client care
- Use a defined consultative approach to identify client needs and recommend appropriate solutions
- Build relationships with banking customers, small business owners, and higher-net-worth clients
- Provide comprehensive advice and deliver client reviews and presentations
- Recommend strategies to help clients achieve financial goals and life priorities
- Collaborate with core banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Progress from Financial Solutions Advisor Stage I to Stage II upon demonstrated success
- Potentially work in a phone-based capacity until a financial center location is determined within reasonable commuting distance
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing client interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Must obtain the SIE within 30 days of being hired
- Must obtain Series 7 and Series 66 within 120 days of being hired;
Series 63 and 65 accepted in lieu of Series 66 - SAFE Act registration, background check, and continued good standing required
- High School Diploma / GED / Secondary School or equivalent
- Monday–Friday schedule with rotating Saturdays
- Ability to work 40 hours per week
- Ability to work 1st shift
- Spanish speaking is a desired qualification
- Bachelor's degree and/or minimum one year of financial services industry or sales experience is desired
- Currently holding FINRA Securities Industry Essentials (SIE) is desired
Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary securities licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to meet client needs and achieve financial goals.
Highest-signal resume keywords- Securities Industry Licenses
- Client Relationship Management
- Financial Advisory Services
- Consultative Approach
- Spanish Speaking
- SIE
- Series 7
- Series 66
- Series 63
- Series 65
- Financial Solutions
- Investment Solutions
- Client Reviews
- Financial Goal Strategies
- Time Management
- Self-Discipline
- Effective Communication
- Collaboration
- Results-Driven Mindset
- Adaptability
- FINRA Securities Industry Essentials (SIE)
- SAFE Act Registration
- Financial Services
- Banking
- Client Care
- Investment Strategies
- Small Business Owners
- Higher-Net-Worth Clients
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