National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
Based in United States
Core
Provide comprehensive financial advice (investment, banking, lending) to clients via a contact center environment to help them achieve financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions portfolio
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or obtain within 90 days), consultative sales approach, regulatory due diligence, time management, multitasking
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs, strong computer skills