Financial Solutions Advisor- Valley Crest Market
On-site · United States
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Required skills
Series 7 & 66 licenses, investment product knowledge, sales experience, financial planning, risk management, client relationship management
Preferred skills
CFP, CRPC, insurance licenses, 3+ years in financial services
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend investment strategies, triage client leads, refer clients to business partners, identify new clients, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC