Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals, including triaging leads and recommending products.
Role type
Financial Solutions Advisor
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Referral management, Time management, Adaptability to new technology
Preferred skills
FINRA SIE certification, Bachelor's degree, Spanish language proficiency, Sales experience
Technologies
Banking and money managed solutions platforms
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to internal partners, Identify and engage potential new clients
Seniority
Entry-level to Individual Contributor