Financial Solutions Advisor

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meeting clients to review financial and investment goals
• Applying and expanding knowledge by completing required licenses and trainings
• Responsible for the provision of residential mortgage loans and compliance with SAFE Act registration requirements

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset in a fast-paced environment
• Executes multiple tasks simultaneously
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Demonstrates expertise in providing tailored financial advice and solutions while ensuring compliance with industry regulations. Strong ability to cultivate client relationships and effectively communicate in a fast-paced environment.

• FINRA Securities Industry Essentials (SIE)
• Client Relationship Management
• Financial Services Industry Experience
• Compliance with SAFE Act
• Effective Communication

• Residential Mortgage Loans
• Financial Advisory
• Investment Goal Review
• Triage Client Leads
• Task Execution

• Results-Driven Mindset
• Collaboration
• Peer Relationship Building

• Required Industry Licenses

• SAFE Act
• Financial Services
• Sales Experience