Financial Solutions Advisor - Southern VA Area
Core
Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals through brokerage products, banking, and investment strategies.
Role type
Financial Solutions Advisor (IC)
Builds
Financial plans, investment strategies, and banking solutions for individual clients
Domain
Financial Services / Wealth Management
Required skills
Financial planning, Investment strategy, Client relationship management, Risk management, Regulatory compliance, Goal setting, Referral management, Product knowledge, Time management, Prospecting
Preferred skills
CFP designation, CRPC designation, Insurance licensing, Investment industry experience
Technologies
Brokerage platforms, CRM systems, Financial modeling tools
Responsibilities
Build financial plans using brokerage products (stocks, bonds, mutual funds, annuities), Recommend banking and investment strategies, Triage client requests and refer to internal partners, Mitigate and control risk, Identify and engage new clients
Seniority
Entry-level to Mid-level, hands-on IC