Financial Solutions Advisor - Dallas North Area
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
Role type
Financial Solutions Advisor
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Required skills
Series 7 & 66 licenses, investment product knowledge, sales experience, risk management, client relationship building, regulatory compliance
Preferred skills
CFP or CRPC designations, insurance licenses, Spanish language proficiency, advanced computer skills
Technologies
Brokerage platforms, CRM systems
Responsibilities
Build financial plans using stocks, bonds, mutual funds, annuities, and banking solutions; recommend investment strategies; triage client leads and refer to business partners; identify and engage new clients; mitigate and control risk; provide coaching to referral partners
Seniority
Entry-level to Mid-level, individual contributor