Financial Solutions Advisor
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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 a financial plan and recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
- Currently holds Series 7 and 66 (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
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities
Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Holds necessary licenses and has proven experience in the financial services and investments industry.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Financial Planning
- Client Relationship Management
- Regulatory Due Diligence
- Investment Strategies
- Brokerage Products
- Financial Analysis
- Goal Setting
- Lead Triaging
- Relationship Building
- Time Management
- Goal Accomplishment
- Thoughtfulness
- Series 7 License
- Series 66 License
- Series 63 License
- Series 65 License
- Financial Services
- Investments Industry
- Sales Environment
- Client Solutions
- Regulatory Compliance
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