National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)
Core
Provide comprehensive financial advice (investment, banking, lending) to individuals and businesses via a contact center environment to help them achieve financial goals.
Role type
Financial Solutions Advisor (Sales/Advisory)
Builds
Client relationships and financial solutions portfolios
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Series 7 and 66 licenses, consultative sales approach, regulatory due diligence, time management, complex task prioritization
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs and building relationships
Technologies
Contact center systems, core banking and investment partner platforms
Responsibilities
Deliver end-to-end comprehensive advice and client reviews, recommend strategies to meet client financial goals, collaborate with core banking and investment partners, manage client relationships and portfolio growth
Seniority
Entry-level (0-2 years experience preferred)
