• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies that align with client financial goals.
• Triages client requests and makes referrals to appropriate internal service providers.
• Identifies and engages potential new clients through referrals or clientele.
• Provides coaching and feedback to referral partners based on knowledge.

Requirements

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has at least one year experience in the investments industry.
At least one year experience working in the financial service industry and/or a sales environment.
Sets and accomplishes goals.
Builds and nurtures strong relationships.
Collaborates effectively with others.
Communicates effectively and confidently.
Likes to learn, adapts to new information.

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Soft Skills

coaching
feedback
relationship building
collaboration
communication
goal setting
adaptability
client engagement
triaging requests
referral management

Certifications & Qualifications

Series 7 license
Series 66 license
Series 63 license
Series 65 license

Financial Solutions Advisor

Financial Solutions Advisor