Financial Solutions Advisor - Nashville/Knoxville Market
On-site · United States
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client relationship management, Risk management, Regulatory compliance, Goal setting, Prospecting, Referral management, Time management, Product knowledge
Preferred skills
CFP, CRPC, Insurance licenses, 3+ years financial services experience, Investment industry experience
Technologies
Banking and money management platforms, Investment management systems