Financial Solutions Advisor - Preston Center Financial Center

We are looking for an experienced financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals.

• Triage client leads and refer to internal partners based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals and build a financial plan.
• Recommend brokerage products (stock, bonds, mutual funds, annuities, banking and money‑managed solutions) and banking/investment strategies aligned with client objectives.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on client needs and potential product services.
• Maintain SAFE Act registration and complete required background checks; failure to maintain registration may result in disciplinary action.

Monday through Friday with rotating Saturdays.

• Current Series 7 and Series 66 licenses (Series 63 or 65 may be substituted for Series 66 if passing score obtained within 60 days).
• At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Demonstrated ability to set and accomplish goals, build and nurture strong relationships, and collaborate effectively.
• Strong communication skills, comfortable engaging all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
• Commitment to incorporating regulatory due diligence into daily activities.

• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience in the financial service industry or a sales environment with exceeding goals.
• Additional professional designations such as CFP or CRPC.
• Insurance licenses.

• Advisory account management
• Client experience & branding
• Customer & client focus
• Oral communication
• Issue management
• Client solutions
• Advisory pipeline management
• Active listening
• Attention to detail
• Risk management
• Policies, procedures, and guidelines
• Client management
• Causation analysis
• Written communication

1st shift (United States); 40 hours per week.

High School Diploma / GED / Secondary School or equivalent.