Financial Solutions Advisor Registration Candidate - North 4th and Berry Financial Center
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
Required skills
Client relationship cultivation, Needs assessment, Solution recommendation, Time management, Multitasking, Technology adaptation
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 investment strategies, Triage client requests and refer to internal service providers, Identify and engage potential new clients
Seniority
Entry-level to Junior