Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Registration Candidate)
Builds
Financial plans using brokerage products, banking solutions, and investment strategies
Domain
Financial Services / Wealth Management
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Time management, Risk mitigation, Prospecting, Regulatory compliance (SAFE Act)
Preferred skills
FINRA SIE certification, Bachelor's degree, 1 year financial services experience, Investment management, Portfolio management
Technologies
Banking and money managed solutions applications, Financial planning software
Responsibilities
Review financial and investment goals with clients, Recommend banking and investment strategies, Triage client requests and refer to business partners, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level / Registration Candidate