Financial Solutions Advisor - Crossing at Magnolia Financial Center
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Crossing)
Builds
Financial plans and brokerage product recommendations
Domain
Financial Services / Wealth Management
Required skills
Series 7 license, Series 66 license, investment product knowledge, sales experience, goal setting, relationship building, risk management, regulatory due diligence
Preferred skills
CFP designation, CRPC designation, insurance licenses, advanced computer skills
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 risk, identify new clients, provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level