Financial Solutions Advisor Consumer Investments - Northwoods Financial Center (Bilingual Spanish Required)
Core
Provide comprehensive financial advice and customized investment solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Brokerage products including stocks, bonds, mutual funds, annuities, and banking/money managed solutions
Domain
Consumer Finance / Wealth Management
Required skills
Financial planning, Investment strategy, Client triage, Referral management, Risk mitigation, New client acquisition, Regulatory compliance, Goal setting, Relationship building, Time management
Preferred skills
CFP, CRPC, Insurance licensing, Advanced computer skills
Technologies
Brokerage platforms, Financial planning software
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, Provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level