Financial Solutions Advisor - Southern NJ Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and investment strategies using stocks, bonds, mutual funds, annuities, and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client triage, Referral management, Risk mitigation, Regulatory compliance, Goal setting, Relationship building, Time management, Product knowledge
Preferred skills
CFP designation, CRPC designation, Insurance licensing, Advanced computer skills
Technologies
Brokerage platforms, Financial planning software
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 potential new clients, Provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level
