Financial Solutions Advisor I Consumer Investments - Coors Financial 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
Brokerage products, banking and money managed solutions
Domain
Consumer Finance / Investments
Deliverable
client delivery
Required skills
Financial planning, product recommendation, client triage, risk mitigation, prospecting, regulatory compliance
Preferred skills
CFP, CRPC, insurance licensing
Technologies
Brokerage platforms, financial planning tools
Responsibilities
Build financial plans using stocks, bonds, mutual funds, and annuities; recommend investment strategies; triage client requests and refer to partners; mitigate risk; identify new clients
Seniority
Entry-level, individual contributor
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