Financial Solutions Advisor Registration Candidate - Boston West Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Registration Candidate)
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, 1+ years in financial services or sales
Technologies
Banking and money management solutions, Trading applications
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to internal partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level / Registration Candidate