Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build a financial plan and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings

• Currently holds Series 7 & 66 (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 service industry and/or a sales environment where goals were met or exceeded
• Bi-lingual Spanish speaking
• Strong computer skills with an ability to multitask in a demanding environment

Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in investment products and services. Proficient in client relationship management and achieving sales goals in a fast-paced financial services environment.

• Series 7 License
• Series 66 License
• Investment Knowledge
• Financial Services Experience
• Bilingual Spanish

• Financial Planning
• Investment Products
• Client Needs Assessment
• Brokerage Recommendations
• Lead Triage

• Multitasking
• Client Relationship Management

• Series 7 License
• Series 66 License

• Financial Goals
• Investment Industry
• Sales Environment
• Client Referrals
• Asset Thresholds