Financial Solutions Advisor- Mid- DFW Area

Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.

Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

Required Qualifications :

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Have at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Have at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals, achieving whatever you put your mind to.
• Build and nurture strong relationships.
• Collaborate effectively with others to get things done.
• Communicate effectively and confidently and be comfortable engaging all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Enjoy learning, adapt to new information, and seek the right solutions for clients.
• Efficiently manage your time and capacity.
• Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications :

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Skills :

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

Shift :

1st shift (United States of America)

Hours Per Week :