Financial Solutions Advisor Consumer Investments - Lakeland, FL Area
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
Financial plans and brokerage product recommendations (stocks, bonds, mutual funds, annuities)
Domain
Consumer Finance / Wealth Management
Required skills
Investment advisory, client relationship management, financial planning, risk mitigation, regulatory compliance (SAFE Act), product recommendation
Preferred skills
CFP, CRPC, insurance licensing, advanced computer skills
Technologies
Brokerage platforms, financial planning software
Responsibilities
Build financial plans with brokerage products, recommend investment strategies, triage client requests and refer to partners, identify new clients, mitigate risk, provide coaching to referral partners
Seniority
Entry-level to Mid-level, hands-on IC