Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Required
Core
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
Role type
Financial Solutions Advisor
Builds
Financial plans using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Spanish language proficiency, client relationship cultivation, needs assessment, solution recommendation, risk mitigation, prospecting, multitasking
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years financial services or sales experience
Technologies
Banking and money management solutions, new technology applications
Responsibilities
Review financial and investment goals with clients, recommend banking and investment strategies, triage client requests and refer to business partners, identify and engage potential new clients
Seniority
Entry-level / Associate