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National Financial Solutions Advisor, Series
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners based on client needs
- Review financial and investment goals with clients and build financial plans
- Series 7 and 66 licenses required
- Proven experience in financial advising
- Ability to assess client needs and recommend appropriate financial products
Demonstrates expertise in financial advising, including the ability to assess client needs and develop tailored financial plans. Holds necessary licenses and provides comprehensive advice on financial products.
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