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Financial Solutions Advisor
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
- Provide comprehensive financial advice and customized solutions to clients
- Triage client leads and requests
- Make referrals to internal business and service partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals
- Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
- Recommend banking and investment strategies aligned with client goals and needs
- Mitigate and control risk in daily activities
- Identify and engage potential new clients through referrals and financial center clientele
- Coach and provide feedback to referral partners
- Complete required licenses and trainings
- Work Monday through Friday with rotating Saturdays
- Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
- If lacking Series 66 but holding Series 63 or Series 65, must obtain a passing score for the missing series within 60 days after an offer
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
- Strong goal achievement, relationship-building, collaboration, communication, client engagement, task prioritization, adaptability, time management, and regulatory due diligence abilities
- Strong computer skills and ability to multitask in a demanding environment
- Additional professional designations such as CFP and/or CRPC are desired
- Insurance licenses are desired
- High School Diploma / GED / Secondary School or equivalent
- Subject to SAFE Act registration requirements, including required background check and registration process
Demonstrates expertise in providing financial advice and customized solutions, with a strong focus on client engagement and relationship-building. Holds necessary licenses and possesses in-depth knowledge of investment products and services to effectively meet client goals.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Investment Product Knowledge
- Client Engagement
- Financial Planning
- Financial Advice
- Investment Strategies
- Risk Mitigation
- Brokerage Products
- Sales Experience
- Goal Achievement
- Task Prioritization
- Regulatory Due Diligence
- Multitasking
- Client Needs Assessment
- Relationship Building
- Collaboration
- Communication
- Adaptability
- Time Management
- CFP
- CRPC
- Insurance Licenses
- Financial Services
- Investments Industry
- Financial Planning
- Client Leads
- Financial Center
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