Financial Solutions Advisor

Key Responsibilities

• Consults on investment and insurance strategies
• Develops financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service
• Identifies sales opportunities and makes referrals to internal business partners
• Acquires, expands and maintains client relationships through branch business development and outbound calling
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Coaches and educates branch staff and internal business partners to identify investment opportunities
• Leads the branch team on actions to achieve investment results

• University/college degree with < 1 year of professional experience and/or successful completion of a formal development program
• A comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered
• FINRA Series 7 and Series 66 (or 63, 65) required
• Life and Health Insurance required

• Financial planning
• Investment strategies
• Insurance strategies
• Sales techniques
• Client relationship management
• Problem solving
• Business development
• Outbound calling
• Coaching
• Monitoring financial plans

• Client experience management
• Communication
• Interpersonal skills
• Leadership
• Team collaboration
• Educational skills
• Sales opportunity identification
• Service efficiency
• Relationship building
• Adaptability