Financial Solutions Advisor Registration Candidate- NW Snohomish Market
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals, including triaging leads and recommending products.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Financial plans using brokerage products, banking solutions, and investment strategies.
Domain
Banking and Wealth Management
Deliverable
product features
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Risk mitigation, Prospecting, Time management, Adaptability to new technology
Preferred skills
FINRA SIE certification, Bachelor's degree, 1 year financial services experience
Technologies
Banking and money managed solutions applications
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to internal service providers, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level, Registration Candidate