Financial Solutions Advisor Consumer Investments - Northwest Arkansas Area
Core
Provide comprehensive financial advice and customized investment solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Financial plans and brokerage product recommendations (stocks, bonds, mutual funds, annuities)
Domain
Consumer Finance / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, brokerage product recommendation, client triage and referral, risk mitigation, new client acquisition, regulatory compliance (SAFE Act)
Preferred skills
CFP, CRPC, insurance licensing
Technologies
Banking and money management solutions platforms
Responsibilities
Build financial plans with brokerage products, recommend investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients, coach referral partners
Seniority
Individual Contributor, entry-level to mid-level