Financial Solutions Advisor Registration Candidate Consumer Investments - Sierra Vista 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 / Wealth Management
Deliverable
product features
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Financial planning, Prospecting, Referral management, Time management, Adaptability to new technology, Results-driven mindset
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales
Technologies
Banking and money managed solutions platforms
Responsibilities
Build financial plans using 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 potential new clients
Seniority
Entry-level to Individual Contributor
