Financial Solutions Advisor Registration Candidate Consumer Investments - Lakewood Financial Center
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 Advisory
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Referral management, Financial planning, Regulatory compliance (SAFE Act)
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales
Technologies
Banking and investment management applications
Responsibilities
Build financial plans using brokerage products, Recommend investment strategies, Triage client requests and refer to partners, Identify and engage new clients, Mitigate and control risk
Seniority
Entry-level to Individual Contributor
