Financial Solutions Advisor - Southern San Diego Area

Responsibilities

• Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investment strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Monday – Fridays with rotating Saturdays.

Shift: 1st shift (United States of America).

• Currently holds Series 7 & 66 licenses (optionally 63 & 65 in lieu of 66, with the requirement to pass the missing series within 60 days).
• At least one year of experience in the investments industry, with investment training and in-depth knowledge of investment products and services.
• At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

High School Diploma / GED / Secondary School or equivalent.

Annualized salary range: $70,000.00 – $80,000.00, based on experience, education and skill set.

Eligible for a formulaic incentive plan, with monthly, quarterly and/or annual incentive opportunities based on performance metrics.

Industry-leading benefits, paid time off, resources and support to enable employees to make a genuine impact and contribute to the sustainable growth of the business and the communities served.