Financial Solutions Advisor - Mid-Ohio Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Mid-Ohio Market)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 and 66 licenses, investment product knowledge, sales goal achievement, risk mitigation, client triage and referral, regulatory due diligence
Preferred skills
CFP or CRPC designation, insurance licenses, advanced computer skills, multitasking in demanding environments
Technologies
Brokerage platforms, financial planning tools
Responsibilities
Build financial plans with brokerage products (stocks, bonds, mutual funds, annuities), recommend banking and investment strategies, triage client requests and refer to internal partners, mitigate and control risk, identify and engage new clients, provide coaching to referral partners
Seniority
Individual Contributor, entry-to-mid level