Senior Financial Solutions Advisor -Northwest Region
Core
Senior Financial Solutions Advisor providing comprehensive financial advice and solutions to help clients achieve their financial goals and life priorities.
Role type
Senior Financial Solutions Advisor
Builds
Client relationships and financial portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, sales goal achievement, relationship building, regulatory due diligence, time management
Preferred skills
CFP or CRPC designation, insurance licenses, strong computer skills
Technologies
Core banking platforms, investment management systems
Responsibilities
Provide end-to-end comprehensive advice, deliver client reviews/presentations, recommend strategies to achieve financial goals, build and nurture client relationships, manage goals in a fast-paced environment
Seniority
Senior, experienced IC