Financial Solutions Advisor Consumer Investments - Forth Worth 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
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment product knowledge, Financial planning, Client relationship management, Risk mitigation, Regulatory compliance (SAFE Act), Goal setting, Time management
Preferred skills
CFP, CRPC, Insurance licensing, Advanced computer skills
Technologies
Brokerage platforms, Financial planning software
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to partners, Mitigate and control risk, Identify and engage new clients, Provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC