More jobs:
Financial Solutions Advisor
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-22
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Responsibilities
- Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
- Build and manage client relationships
- Guide clients with financial advice and solutions
- Work in a financial center delivering banking and investment solutions
- Provide comprehensive advice and client reviews
- Collaborate with banking and investment partners
- Meet performance milestones for career progression
- Aptitude in obtaining required industry licenses
- Must be self‑disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
- SIE (Securities Industry Essentials)
- Self-Discipline
- Effective Communication
- Collaboration
- Results-Driven Mindset
- Time Management
- SIE (Securities Industry Essentials)
- Series 7 License
- Series 66 License
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×