Wealth Management Consultant
2 weeks ago
Financial Solutions Advisor Overview
This role focuses on delivering tailored financial guidance and strategies to clients, assisting them in achieving their financial aspirations. Key responsibilities encompass assessing client requirements, directing clients to suitable services, engaging in discussions regarding their financial objectives, formulating financial strategies, and suggesting investment options. The position necessitates acquiring the required licenses and maintaining current training. Compliance with regulatory registration is essential. Employees involved in mortgage origination must adhere to federal registration protocols. Non-compliance may result in disciplinary measures.Key Responsibilities:
Partner with clients to create comprehensive financial strategies using diverse investment options Advise on banking and investment approaches tailored to client requirements Emphasize risk management in everyday activities Identify and cultivate potential client relationships through referrals Offer support to referral partnersRequired Qualifications:
Possess Series 7 & 65 licenses or demonstrate willingness to obtain them At least one year of experience in the investment sector Background in financial services or sales preferred Excellent communication and interpersonal abilities Strong organizational and prioritization skills Compliance with regulatory standardsDesired Qualifications:
Proficiency in Spanish Competent computer skills Additional certifications such as CFP or CRPC Valid insurance licensesEssential Skills:
Client Relationship Management Customer Experience Enhancement Verbal Communication Risk Assessment Written CommunicationWork Schedule:
1st shift (United States of America)Weekly Hours:
40-
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