Financial Solutions Advisor Registration Candidate - Park Slope & 5th Avenue Financial Center (Bi-Lingual Spanish Required)
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Bi-lingual Spanish)
Builds
Financial plans using brokerage products, banking solutions, and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Referral management, Time management, Adaptability to new technology, Bilingual Spanish
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales
Technologies
Banking and money managed solutions applications
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and make referrals to internal service providers
Seniority
Entry-level to Individual Contributor