Financial Solutions Advisor Registration Candidate Consumer Investments - Lakewood Financial Center
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals, including triaging leads and recommending products.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Brokerage products, banking and money managed solutions
Domain
Consumer Finance / Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Time management, Adaptability to new technology
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ year financial services/sales experience
Technologies
Banking and money managed solutions applications
Responsibilities
Build financial plans with brokerage products, Recommend investment strategies, Triage client requests and refer to partners, Mitigate and control risk, Identify and engage new clients
Seniority
Entry-level / Individual Contributor