Financial Solutions Advisor
Job in
Hewlett, Nassau County, New York, 11557, USA
Listed on 2026-09-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
- Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Strong computer skills
- Must be able to work Monday through Friday and rotating Saturdays
Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in client relationship management and investment planning. Holds necessary licenses and possesses experience in the financial services and investments industry.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Investment Planning
- Client Relationship Management
- Financial Services Experience
Hard Skills
- Financial Planning
- Brokerage Products
- Client Lead Triaging
- Investment Goals Review
- Sales Environment Experience
- Communication Skills
- Client Advisory Skills
- Series 7 License
- Series 66 License
- Series 63 License
- Series 65 License
- Investments Industry
- Financial Services
- Client Solutions
- Financial Goals
- Computer Skills
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