Financial Solutions Advisor- Deer Run 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
Financial planning, brokerage product knowledge, client triage, risk mitigation, relationship building, regulatory compliance
Preferred skills
CFP, CRPC, insurance licensing, advanced computer skills
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and refer to partners, mitigate and control risk, identify and engage new clients, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC
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