Financial Solutions Advisor

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications.

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and risk mitigation. Proficient in adapting to new technologies while executing multiple tasks in a fast-paced environment.

• Financial Planning
• Client Relationship Management
• Risk Mitigation
• Effective Communication
• Time Management

• Brokerage Products
• Stocks
• Bonds
• Mutual Funds
• Annuities
• Banking Solutions
• Investment Strategies
• Client Needs Assessment
• Financial Goal Planning
• Asset Thresholds

• Self-Discipline
• Collaboration
• Results-Driven Mindset
• Adaptability
• Effective Communication

• Industry Licenses

• Financial Goals
• Client Engagement
• Risk Control
• Referrals
• Financial Center