Financial Solutions Advisor Registration Candidate - Southern CT Market
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve financial goals, including triaging leads and recommending products.
Role type
Financial Solutions Advisor
Builds
Financial plans and investment strategies for clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Time management
Preferred skills
FINRA SIE certification, Bachelor's degree, 1 year financial services experience
Technologies
Banking and money managed solutions platforms
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and make referrals, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level to Individual Contributor