Financial Solutions Consultant

3 weeks ago


Missoula, Montana, United States Disability Solutions Full time
Job Description

In this role, you will work with high-net worth clients to identify their financial needs and develop personalized investment strategies. You will leverage technology to achieve business growth goals and build a sustainable book of business.

You will also have the opportunity to partner with financial advisor teams to build their network and share relevant market developments. Additionally, you will understand and access the full breadth of resources across the bank to benefit clients or prospects.

This position is subject to SAFE Act registration requirements, and employees are required to register and submit to the required background check and registration process.

Responsibilities:

  • Provides tailored and personalized advice to clients through reviews and presentations
  • Communicates solutions to clients that are best suited for their financial needs
  • Partners with Financial Advisor teams to build their network and share relevant market developments
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

Requirements:

  • Currently holds Series 7 & 66 licenses
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

Benefits:

  • $75,000 - $85,000 annualized salary
  • Formulaic incentive eligible
  • Industry-leading benefits and paid time off


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