Financial Solutions Advisor - Mexico​/El Paso Markets

We are seeking a knowledgeable financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals.

• Triage client leads and make referrals to business partners as appropriate.
• Meet with clients to review financial and investment goals, build a financial plan and recommend brokerage products.
• Build financial plans incorporating stocks, bonds, mutual funds, annuities, and banking & money management solutions.
• Recommend banking and investment strategies aligned with client goals and needs.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.
• Mitigate and control risk as part of daily activities.
• Schedule:
  
  Monday – Fridays and rotating Saturdays.

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Engages clients effectively; manages goals, prioritizes tasks in a fast‑paced environment.
• Has completed required licenses or has a plan to obtain missing series within 60 days.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities.
• Requires SAFE Act registration; must register and maintain good standing.

• At least three years of experience in the financial services or sales environment.
• Professional designations such as CFP or CRPC.
• Insurance licenses.
• Strong computer skills; ability to multitask in a demanding environment.

Advisory Account Management, Client Experience, Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions, Advisory Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures and Guidelines, Client Management, Causation Analysis, Written Communications.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours per week: 40.