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Financial Solutions Advisor
Job in
Bordentown, Burlington County, New Jersey, 08505, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Responsibilities
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads and referrals based on client needs and asset thresholds
- Meeting with clients to review financial and investment goals and building financial plans
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- financial planning
- investment products
- investment services
- client advisory
- communication
- goal-oriented
- problem-solving
- Series 7
- Series 66
- Series 63
- Series 65
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