National Financial Solutions Advisor I (Series 7 Required)
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, consultative advisory, client relationship management, regulatory due diligence, time management
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs
Technologies
Contact center systems, core banking and investment partner platforms
Responsibilities
Provide end-to-end comprehensive advice and recommend strategies to help clients achieve financial goals; Collaborate with core banking and investment partners to connect clients to solutions; Build a portfolio of clients by providing exceptional client care; Incorporate relevant regulatory due diligence into daily strategies.
Seniority
Entry-level (0-2 years preferred)