Financial Solutions Specialist
7 days ago
We are seeking a skilled Financial Solutions Advisor to join our team at Disability Solutions. As a key member of our financial services department, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Estimated Salary: $60,000 - $80,000 per year
About the Role
This role is ideal for individuals who are passionate about helping others achieve their financial objectives. You will work closely with clients to plan their short and long-term financial goals, building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
You will also recommend banking and investments strategies that align with client financial goals and needs, while mitigating and controlling risk as part of your daily activities.
Key Responsibilities
• 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
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigate and control risk as part of daily activities
Requirements
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Benefits
We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
Additionally, we provide opportunities for professional growth and development, including training and education programs to help you succeed in your career.
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