Financial Solutions Advisor Registration Candidate - Bushwick Financial Center (Bi-Lingual 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
Builds
Financial plans using brokerage products, banking solutions, and investment strategies
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Time management, Multitasking, Technology adaptation, Bi-lingual Spanish
Preferred skills
FINRA SIE certification, Bachelor's degree, Financial services or sales experience
Technologies
Banking and money managed solutions applications
Responsibilities
Plan short and long-term financial goals with clients, Recommend banking and investments strategies, Triage client requests and make referrals to internal service providers
Seniority
Entry-level to Individual Contributor