Financial Solutions Advisor Registration Candidate - Southern CT Market
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals, including triaging leads and recommending products.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, needs assessment, solution recommendation, risk mitigation, prospecting, referral management, multitasking, technology adaptation
Preferred skills
FINRA SIE certification, financial services industry experience, sales experience
Technologies
Banking and money management applications
Responsibilities
Build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and refer to internal partners, mitigate risk, identify and engage new clients
Seniority
Entry-level / Registration Candidate