Financial Solutions Advisor - Hillsborough and Webb Financial Center

We provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Applicants should apply and expand their knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Work 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently hold Series7&66 (63&65 in lieu of66) licenses. If you do not currently hold the
  66 but have either a63 or65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Have at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Have at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals, achieving whatever you put your mind to.
• Build and nurture strong relationships.
• Collaborate effectively with others to get things done.
• Communicate effectively and confidently and be comfortable engaging all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
• Like to learn, adapt to new information, and seek the right solutions for clients.
• Efficiently manage your time and capacity.
• Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

• 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

1st shift (United States of America)

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