Financial Solutions Advisor Stage II - Registration Candidate - Portland Metro
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor
Builds
Financial plans and brokerage product recommendations
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Account Management, Advisory, Client Solutions Advisory, Risk Management, Pipeline Management, Causation Analysis
Preferred skills
None stated
Technologies
None stated
Responsibilities
Build financial plans with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions; Recommend banking and investment strategies aligned with client goals; Triage client requests and refer to internal service providers; Mitigate and control risk; Identify and engage potential new clients; Provide coaching and feedback to referral partners
Seniority
Entry-level (Stage II)
