Financial Solutions Advisor Registration Candidate- Sunset Esplenade
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals, including planning short and long-term goals with brokerage products and recommending banking and investment strategies.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Client financial plans and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Time management, Multitasking, Technology adaptation
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ year financial services experience, Spanish bilingual
Technologies
Banking and money managed solutions applications
Responsibilities
Work with clients to plan short and long-term financial goals using 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