Financial Solutions Advisor
Job in
Fremont, Alameda County, California, 94537, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Works with clients to plan short and long-term financial goals.
- Recommends banking and investment strategies that align with client financial goals and needs.
- Triages client requests and makes referrals to appropriate internal service providers.
- Identifies and engages potential new clients through referrals or financial center clientele.
- Provides coaching and feedback to referral partners based on client needs.
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry.
- At least one year experience working in the financial service industry and/or a sales environment.
- Strong computer skills with an ability to multitask in a demanding environment.
- Achieved additional professional designations such as CFP and/or CRPC.
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.
Hard Skills- financial planning
- investment strategies
- client engagement
- multitasking
- coaching
- feedback
- communication
- Series 7
- Series 66
- CFP
- CRPC
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