Financial Solutions Advisor Stage II - Registration ; Evergreen

Responsibilities

• Works with clients to plan their 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.
• Triage client requests and make 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.

• Account Management
• Advisory Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education:

High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours per week: 40

Pay range: $70,000.00 – $80,000.00 annualized salary, offers to be determined 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.

Benefits include industry‑leading offerings, paid time off, and resources to support professional and personal growth.

This role requires SAFE Act registration and completion of required background checks; failure to maintain registration may result in disciplinary action, including termination.