Financial Solutions Advisor, Consumer Investments

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triaging client leads and making referrals to business partners based on client needs and asset thresholds
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Strong computer skills with an ability to multitask in a demanding environment
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained your insurance licenses.

Demonstrates expertise in providing tailored financial advice and solutions, with a strong focus on client relationship management and achieving financial goals. Holds necessary licenses and certifications to effectively guide clients in their financial planning and investment strategies.

• Series 7 License
• Series 66 License
• Financial Planning
• Client Relationship Management
• Sales Experience

• Financial Analysis
• Investment Strategy
• Multitasking
• Brokerage Products
• Client Needs Assessment

• Communication
• Problem-Solving
• Interpersonal Skills

• Certified Financial Planner (CFP)
• Chartered Retirement Planning Counselor (CRPC)
• Insurance Licenses

• Financial Services
• Sales Environment
• Client Goals
• Asset Thresholds