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Financial Solutions Advisor
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of 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
- Manages goals, navigates complexity, prioritizes tasks
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence
- Series 7 License
- Series 66 License
- Series 63 License
- Series 65 License
Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in setting and achieving financial goals while effectively collaborating and communicating with clients and team members.
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