Financial Solutions Advisor Consumer Investments - Lennox Center
Core
Provide comprehensive financial advice and customized investment solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Financial plans and brokerage product recommendations
Domain
Consumer Finance / Investment Advisory
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license, investment product knowledge, sales experience, financial planning, risk mitigation, client triage, referral management
Preferred skills
CFP designation, CRPC designation, insurance licenses, advanced computer skills
Technologies
Brokerage platforms, financial planning tools
Responsibilities
Build financial plans using brokerage products, recommend investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients, coach referral partners
Seniority
Individual Contributor, entry-to-mid level