Financial Solutions Advisor - Montvale
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Required skills
Series 7 license, Series 66 (or 63/65) license, 1+ year investment industry experience, 1+ year financial services/sales experience, goal setting, relationship building, risk management, regulatory due diligence
Preferred skills
CFP designation, CRPC designation, insurance licenses, 3+ years financial services experience
Technologies
N/A
Responsibilities
Build financial plans with brokerage products (stocks, bonds, mutual funds, annuities), recommend banking and investment strategies, triage client requests and refer to partners, mitigate and control risk, identify and engage new clients, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC