Financial Solutions Advisor - Corte Madera Financial Center
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 brokerage product recommendations for individual clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Series 7 & 66 licenses, investment product knowledge, client relationship management, financial planning, risk mitigation, goal setting, regulatory compliance
Preferred skills
CFP or CRPC designations, insurance licenses, 3+ years in financial services/sales
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with stocks, bonds, mutual funds, and annuities; recommend banking and investment strategies; triage client requests and refer to internal partners; identify new clients; mitigate risk; provide coaching to referral partners
Seniority
Individual Contributor, entry-to-mid level