Financial Solutions Advisor Registration Candidate- EASTSIDE Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals by building financial plans with brokerage products and recommending banking and investment strategies.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Financial plans, banking and investment strategies, and client relationships
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Referral management, Time management, Adaptability to new technology
Preferred skills
FINRA SIE certification, Mandarin language proficiency, Bachelor's degree, Financial services or sales experience
Technologies
Banking and money managed solutions applications
Responsibilities
Work with clients to plan short and long-term financial goals using brokerage products; Recommend banking and investment strategies aligning with client goals; Triage client requests and refer to internal service providers based on needs and asset thresholds; Identify and engage potential new clients through referrals or financial center clientele.
Seniority
Entry-level, Registration Candidate
