Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market
Core
Provide comprehensive financial advice and customized investment solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Financial plans and brokerage product recommendations (stocks, bonds, mutual funds, annuities)
Domain
Consumer Finance / Wealth Management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, sales goal achievement, risk mitigation, client relationship management, regulatory due diligence
Preferred skills
CFP or CRPC designations, insurance licenses, bilingual Spanish
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients, provide coaching to referral partners
Seniority
Individual Contributor, entry-to-mid level