Life Services Financial Solutions Advisor (Series 7 & 66 required)
Core
Guide beneficiaries through informed financial decisions when inheriting assets and provide comprehensive financial planning and investment advice.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans, brokerage products, and banking solutions for U.S. clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial advisory, Investment knowledge, Client relationship management, Regulatory compliance, Financial planning, Risk management
Preferred skills
Sales experience, Multitasking, Computer skills
Technologies
Phone-based platform, Brokerage products, Banking solutions
Responsibilities
Manage end-to-end client experience for assigned group, Build financial plans with brokerage products, Triage client requests and make referrals, Recommend banking and investment strategies, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry to Mid-level, hands-on IC