Financial Solutions Expert

21 hours ago


Danville, California, United States Disability Solutions Full time
Overview:

At Disability Solutions, we are committed to providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role is responsible for working with clients to plan their short and long-term financial objectives by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Salary:
$70,000 - $80,000 annualized salary based on experience, education and skill set, plus formulaic incentive eligibility.

Job Description:
This job requires applying and expanding knowledge by completing required licenses and trainings. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities:
  • Builds a financial plan with brokerage products for clients.
  • Makes referrals to business partners based on client needs and asset thresholds.
  • Reviews client financial and investment goals.
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.


Required Skills and Qualifications:
This role requires at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. The ideal candidate must hold Series 7 & 66 (63 & 65 in lieu of 66) licenses, have strong computer skills, and be able to multitask in a demanding environment. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are also desirable.

Benefits:
This role is currently benefits eligible, providing access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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