Senior Financial Solutions Advisor -Northwest Region
Core
Senior Financial Solutions Advisor providing comprehensive financial advice and solutions to clients to help them achieve their financial goals.
Role type
Senior Financial Solutions Advisor (IC)
Builds
Client financial portfolios and relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, sales experience, relationship building, goal setting, regulatory compliance, 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 and recommend strategies to help clients achieve financial goals, deliver client reviews and presentations, build and nurture strong client relationships, collaborate with experts across the business, manage goals and navigate complexity in a fast-paced environment
Seniority
Senior, experienced IC