Financial Solutions Advisor

6 days ago


Plano, Texas, United States Disability Solutions Full time
Job Title: Financial Solutions Advisor

About the Job:
This role is responsible for providing comprehensive financial advice and customized solutions to clients. As a Financial Solutions Advisor, you will work closely with clients to plan their short and long-term financial goals by building a financial plan that aligns with their needs.

Key Responsibilities:
  • 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
  • Identify and engage potential new clients through referrals or financial center clientele


About You:
To be successful in this role, you should have excellent communication and problem-solving skills. You must also be able to work effectively in a team environment and prioritize multiple tasks simultaneously. A high school diploma/GED or equivalent is required, and SAFE Act registration requirements apply to this position.

Compensation:
The estimated annual salary for this role is $65,000 - $85,000, depending on location and experience.



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