Financial Solutions Advisor Registration Candidate-Suburban and Greater Philadelphia
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Financial plans using brokerage products, banking solutions, and investment strategies
Domain
Banking and 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
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 refer to internal partners, Identify and engage potential new clients
Seniority
Entry-level / Registration Candidate