Financial Solutions Advisor Registration Candidate - St. John, MO
Core
Entry-level financial advisor role focused on obtaining securities licenses (SIE, Series 7, 66) and delivering core banking and investment solutions to clients.
Role type
Junior Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions (banking, investments)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial solutions advisory, Investment management, Pipeline management, Prospecting, Business acumen, Risk management, Time management, Adaptability to new technology, Results-driven mindset
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services or sales experience
Technologies
N/A
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Deliver client reviews and presentations, Recommend strategies to achieve financial goals, Collaborate with core banking and investment partners, Execute multiple tasks simultaneously in a fast-paced environment
Seniority
Entry-level, training-focused IC