Financial Solutions Advisor Registration Candidate Consumer Investments - Albuquerque, NM 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
Brokerage products, banking and money managed solutions
Domain
Consumer Finance / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Client triage, Referral management, Financial planning, Product knowledge (stocks, bonds, mutual funds, annuities), Time management, Adaptability to new technology
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales, Mortgage loan origination experience
Technologies
Banking and money managed solutions platforms
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to internal partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Individual Contributor, Entry to Mid-level
