Financial Solutions Advisor Registration Candidate--Western MD 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
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
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 or sales experience
Technologies
Banking and money managed solutions platforms
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and refer to internal partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level to Individual Contributor