Financial Solutions Advisor Consumer Investments - Northwoods Financial Center (Bilingual Spanish Required)
Core
Provide comprehensive financial advice and customized investment solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Financial plans and brokerage product recommendations
Domain
Consumer Finance / Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Series 7 license, Series 66 license (or 63/65), investment product knowledge, sales experience, financial planning, risk mitigation, client triage, regulatory compliance
Preferred skills
CFP designation, CRPC designation, insurance licenses, advanced computer skills
Technologies
Brokerage platforms, financial planning tools
Responsibilities
Build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC