Financial Solutions Advisor Registration - Harbor-Edinger Financial Center

Responsibilities

• Obtain and maintain required Securities Industry licensing (SIE, Series 7, Series 66). Licenses must be obtained within 30 days of hire for SIE and within 120 days for Series 7 / 66.
• Complete designated training and coaching from Academy managers to build client relationships, understand client financial picture, and deliver tailored advisory solutions.
• Serve clients in a financial center, delivering core banking products, investment solutions, and client care services in collaboration with core banking and investment partners.
• Meet SAFE Act registration requirements, including background check and ongoing compliance, for residential loan mortgage originations.

• Proven aptitude in obtaining required industry licenses.
• Strong time and capacity management skills.
• Experience cultivating client relationships and recommending solutions.
• Effective communication and collaboration with peers.
• Results‑driven mindset focused on client interest in fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Learning agility with new technology or applications.

• Current FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or minimum one year of financial services industry or sales experience.

• Client experience branding, client solutions advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, trading.

This role is currently benefits eligible. Industry‑leading benefits, paid time off, resources, and support to employees are provided.