Financial Solutions Advisor - Nashville/Knoxville Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans utilizing brokerage products, banking solutions, and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client triage, Referral management, Risk mitigation, Prospecting, Regulatory compliance, Goal setting
Preferred skills
CFP, CRPC, Insurance licensing, Advanced investment knowledge
Technologies
Brokerage platforms, Banking systems
Responsibilities
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 new clients
Seniority
Individual Contributor, Entry to Mid-level
