Financial Solutions Advisor- Valley Crest Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, sales experience, risk management, client relationship building, regulatory compliance
Preferred skills
CFP or CRPC designations, insurance licenses, advanced computer skills
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients, coach referral partners
Seniority
Entry-level to Mid-level, hands-on IC
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