Financial Solutions Advisor - Ponte Vedra Financial Center

Job Responsibilities

• Build comprehensive financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with clients' financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on client needs and potential product services.
• Apply and expand knowledge by completing required licenses and trainings.

• Current Series 7 and Series 66 license (or Series 63/65 in lieu of 66 with a passing score within 60 days).
• At least one year of experience in the investments industry with in-depth knowledge of investment products and services.
• At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build and nurture relationships, and collaborate effectively.
• Strong communication skills, both written and oral, and comfort engaging all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
• Commitment to learning, adapting, and seeking right solutions for clients.
• Time‑management skill and capacity to handle workload efficiently.
• Thoroughness in incorporating regulatory due diligence into daily activities and long-term strategies.

• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Relevant insurance licenses.

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

1st shift (United States of America)
Hours Per Week:40