Financial Solutions Advisor I Consumer Investments - Raleigh Market
On-site · United States
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, banking and money managed solutions
Domain
Consumer Finance / Investments
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client triage, Referral management, Risk mitigation, Regulatory compliance, Goal setting, Relationship building
Preferred skills
CFP, CRPC, Insurance licensing, Mortgage origination
Technologies
Brokerage platforms, CRM systems
Responsibilities
Build financial plans with brokerage products, Recommend investment strategies, Triage client requests and refer to partners, Mitigate risk, Identify new clients
Seniority
Entry-level to Junior, hands-on IC