Life Services Financial Solutions Advisor (Series 7 & 66 required)
Core
Guide beneficiaries inheriting assets through informed financial decisions and goals-based conversations to deliver investment and savings solutions.
Role type
Financial Solutions Advisor (IC)
Builds
Customized financial plans and brokerage product recommendations for U.S. clients
Domain
Financial Services / Wealth Management
Required skills
Series 7, Series 66, Financial advisory experience, Investment knowledge, Client relationship management, Regulatory compliance, Risk management, Financial planning, Brokerage product knowledge, Goal-based consulting
Preferred skills
Bachelor's degree in business, Strong computer skills, Multitasking in fast-paced environments
Technologies
Banking and money managed solutions, Stocks, Bonds, Mutual funds, Annuities
Responsibilities
Manage end-to-end client experience for assigned group, Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry to Mid-level, hands-on IC