Financial Solutions Advisor - Central & South San Antonio Area
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 recommendation, client triage, risk mitigation, new client engagement, regulatory compliance
Preferred skills
Spanish language, CFP designation, CRPC designation, insurance licensing
Technologies
Banking and money managed solutions platforms
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 potential new clients, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC