Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL
Core
Guide beneficiaries through informed financial decisions when inheriting assets and provide financial advice to existing U.S. clients via a phone-based platform.
Role type
Financial Solutions Advisor (Life Services)
Builds
Financial plans and brokerage product recommendations (stocks, bonds, mutual funds, annuities, banking solutions)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or equivalent), financial advisory experience, investment knowledge, regulatory policy knowledge
Preferred skills
Bachelor's degree in business, strong computer skills, multitasking ability
Technologies
Phone-based platform, brokerage products
Responsibilities
Manage end-to-end client experience for an assigned group, own management of client issues and communication of resolution, build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and make referrals to business partners, identify and engage potential new clients
Seniority
Individual Contributor, 1-2+ years experience