Financial Solutions Advisor
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Builds and nurtures strong relationships
- Communicates effectively and confidently
- Efficiently manages time and capacity
- relationship building
- effective communication
- time management
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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