Financial Solutions Advisor Registration - Boise Market

Job Overview

This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position may involve residential mortgage loan originations and requires SAFE Act registration and background check compliance.

The role includes training at a financial center and may start in a phone‑based capacity until a suitable location is available.

• Work with clients to plan short and long‑term financial goals by building a financial plan using brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑management solutions.
• Recommend 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.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.

• Aptitude for obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Successful in creating strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor's degree and/or a minimum of 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

Weekly

Schedule:

Monday through Friday, rotating Saturdays.

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

Hours per week: 40.

High School Diploma / GED / Secondary School or equivalent.