Financial Solutions Advisor Registration Candidate Consumer Investments - Capital Blvd Financial Center (Bilingual Spanish Required)
Core
Provide comprehensive financial advice and customized investment solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Brokerage products including stocks, bonds, mutual funds, annuities, and banking/money managed solutions
Domain
Consumer Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Referral management, Financial planning, Regulatory compliance (SAFE Act), Time management
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales
Technologies
Banking and investment management applications
Responsibilities
Review client financial and investment goals, Recommend banking and investment strategies, Triage client requests and refer to internal partners, Identify and engage new clients, Mitigate and control risk
Seniority
Entry-level to Individual Contributor
