Financial Solutions Advisor
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Works with clients to plan their short and long‑term financial goals
- Recommends banking and investments strategies that align with client financial goals
- Triages client requests and makes referrals to appropriate internal service providers
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals
- Provides coaching and feedback to referral partners
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals, navigates complexity, prioritizes tasks
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities
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