Financial Solutions Advisor Consumer Investments - Sarasota South Market
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
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client triage and referral, Risk mitigation, New client acquisition, Regulatory compliance (SAFE Act)
Preferred skills
CFP, CRPC, Insurance licensing
Technologies
Brokerage platforms, Financial planning software
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to partners, Mitigate and control risk, Identify and engage new clients, Provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level