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Financial Solutions Advisor
vor 4 Wochen
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Investment Solutions Consultant
vor 3 Monaten
Position Overview
This role entails delivering thorough guidance and tailored solutions to clients, assisting them in reaching their financial aspirations. Key duties encompass evaluating client inquiries, directing referrals to business associates based on client requirements and asset levels, conducting meetings with clients to assess financial and investment objectives, formulating a financial strategy, and suggesting brokerage offerings. Expectations for this role include enhancing and applying knowledge through mandatory licensing and training. This position is subject to registration requirements under the SAFE Act. In accordance with the SAFE Act, all employees involved in residential loan mortgage originations must register with the federal registry system and maintain good standing. Since this role necessitates SAFE Act registration, employees must register and undergo the required SAFE Act background check and registration process. Non-compliance with SAFE Act registration may lead to disciplinary measures, including termination.
Key Responsibilities:
- Collaborates with clients to outline their short and long-term financial objectives by developing a financial strategy utilizing brokerage products, including stocks, bonds, mutual funds, annuities, and managed banking solutions.
- Advises on banking and investment strategies that align with client financial objectives and requirements.
- Evaluates client inquiries and refers them to suitable internal service providers based on client needs and asset levels.
- Mitigates and manages risk as part of daily operations.
- Identifies and engages potential new clients through referrals or financial center clientele.
- Provides coaching and feedback to referral partners based on understanding client needs and potential product services.
Required Qualifications:
- Currently possesses Series 7 & 65 licenses (or 66). If the 66 is not held but either 63 or 65 is, an offer can be made contingent upon passing the missing series within 60 days.
- Minimum of one year of experience in the investment sector, including investment training and comprehensive knowledge of investment products and services.
- At least one year of experience in the financial services industry and/or a sales environment where targets were met or surpassed.
- Demonstrates goal-setting and achievement capabilities.
- Establishes and maintains strong relationships.
- Collaborates effectively with others to accomplish tasks.
- Communicates clearly and confidently, engaging all clients comfortably.
- Manages objectives, navigates complexities, prioritizes tasks, and executes in a dynamic environment.
- Shows eagerness to learn, adapts to new information, and seeks optimal solutions for clients.
- Effectively manages time and workload.
- Incorporates relevant regulatory due diligence into daily operations and long-term client strategies thoughtfully.
Desired Qualifications:
- Strong computer proficiency with the ability to multitask in a challenging environment.
- Minimum of three years of experience in the financial services industry and/or a sales environment where targets were met or exceeded.
- Possesses additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Has obtained insurance licenses.
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Shift: 1st shift (United States of America)
Hours Per Week: 40
