Financial Solutions Advisor Registration Candidate - Eastern Long Island Market (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
Spanish (fluent), client relationship management, financial planning, risk mitigation, prospecting, regulatory compliance (SAFE Act)
Preferred skills
FINRA SIE certification, Bachelor's degree, 1+ years in financial services or sales
Technologies
Banking and money management applications
Responsibilities
Build financial plans with brokerage products, recommend banking and investment strategies, triage client requests and refer to partners, mitigate risk, identify new clients
Seniority
Entry-level to Junior