Financial Solutions Advisor Registration Candidate - Utah South Market - Spanish Required
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 (Registration Candidate)
Builds
Financial plans using brokerage products, banking solutions, and investment strategies
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client relationship cultivation, Needs assessment, Product recommendation, Risk mitigation, Multitasking, Technology adaptation
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years financial services experience
Technologies
Banking and money managed solutions applications
Responsibilities
Build financial plans with brokerage products, Recommend banking and investment strategies, Triage client requests and make referrals, Mitigate and control risk, Identify and engage potential new clients
Seniority
Entry-level / Registration Candidate