Financial Solutions Advisor
Job in
Roswell, Chaves County, New Mexico, 88202, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
- Recommends banking and investments strategies that align with client financial goals and needs.
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
- Mitigates and controls risk as part of daily activities.
- Identifies and engages potential new clients through referrals or financial center clientele.
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Demonstrates expertise in financial planning and investment strategies, leveraging Series 7 and 66 licenses to guide clients in achieving their financial goals. Excels in relationship building, effective communication, and risk management within the financial services industry.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Investment Products Knowledge
- Financial Planning
- Client Relationship Management
- Financial Planning
- Investment Strategies
- Risk Mitigation
- Client Needs Assessment
- Goal Setting
- Investment Training
- Brokerage Products Knowledge
- Sales Experience
- Regulatory Due Diligence
- Time Management
- Effective Communication
- Collaboration
- Relationship Building
- Adaptability
- Coaching and Feedback
- Series 7 License
- Series 66 License
- Series 63 License
- Series 65 License
- Financial Services
- Investments Industry
- Brokerage Products
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Banking Solutions
- Client Engagement
- Sales Environment
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