Financial Solutions Advisor - Corte Madera Financial Center
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, financial planning, client triage, risk mitigation, relationship building, regulatory compliance
Preferred skills
CFP, CRPC, insurance licenses, 3+ years financial services experience
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend investment strategies, triage client requests and refer to partners, identify new clients, mitigate risk, provide coaching to referral partners
Seniority
Individual Contributor, entry to mid-level