Financial Solutions Advisor Consumer Investments - Howell Ferry Financial Center
Core
Provide comprehensive financial advice and customized investment solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor (Consumer Investments)
Builds
Financial plans and brokerage product recommendations
Domain
Consumer Finance / Investments
Required skills
Financial planning, Investment strategy, Client triage, Risk mitigation, Relationship building, Regulatory compliance
Preferred skills
CFP, CRPC, Insurance licensing, Mortgage origination
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 and control risk, Identify and engage new clients, Provide coaching to referral partners
Seniority
Individual Contributor, Entry to Mid-level