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Financial Solutions Advisor
Job in
Eagan, Dakota County, Minnesota, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- Works with clients to plan financial goals
- Recommends banking and investment strategies
- Triages client requests
- Identifies and engages potential new clients
- Provides coaching and feedback to referral partners
- 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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Strong computer skills
- coaching
- feedback
- relationship building
- collaboration
- communication
- goal setting
- navigating complexity
- coaching
- feedback
- relationship building
- collaboration
- communication
- goal setting
- navigating complexity
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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