Financial Solutions Advisor
Job in
Tucson, Pima County, Arizona, 85718, 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
- Providing comprehensive advice and customized solutions to clients
- Trinaging client leads
- Making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
- 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
- Efficiently manages your time and capacity
- Is thorough and thoughtful in incorporating regulatory due diligence
- sets and accomplishes goals
- builds and nurtures relationships
- collaborates effectively
- communicates effectively
- manages time and capacity
- thorough and thoughtful
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
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