Financial Solutions Advisor - South OC
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals by building financial plans and recommending brokerage products.
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
Financial planning, Brokerage product knowledge, Client triage, Risk mitigation, New client engagement, Referral partner coaching
Preferred skills
CFP designation, CRPC designation, Insurance licensing, 3+ years in financial services/sales
Technologies
Investment platforms, CRM systems
Responsibilities
Build financial plans with brokerage products (stocks, bonds, mutual funds, annuities), Recommend banking and investment strategies, Triage client requests and refer to internal partners, Mitigate and control risk, Identify and engage potential new clients, Provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level