Financial Solutions Advisor Registration Candidate - Fairfield Financial Center
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Time management, Results-driven mindset, Multitasking, Technology adaptation
Preferred skills
FINRA SIE certification, Bachelor's degree, Financial services or sales experience
Technologies
Banking and money managed solutions applications
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to business partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level to Junior, hands-on IC
