Financial Solutions Advisor - Montvale
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans and brokerage product recommendations for individual clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning, Brokerage product knowledge, Client triage, Risk mitigation, Regulatory compliance (SAFE Act), Goal setting, Relationship building, Time management
Preferred skills
CFP designation, CRPC designation, Insurance licensing, Advanced computer skills
Technologies
Brokerage platforms, Financial planning software
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
Entry-level to Mid-level, hands-on IC