Investment Advisor
7 days ago
This Financial Solutions Advisor role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triage client leads and make referrals to business partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
- Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
- Recommend banking and investments strategies that align with client financial goals and needs
- Mitigate and control risk as part of daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Currently hold Series 7 & 65 licenses (or equivalent)
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills with an ability to multitask in a demanding environment
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
This role is based in a financial center and requires a 1st shift schedule with 40 hours per week.
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