Financial Solutions Advisor

. Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Posted 5/14/2026full-timeEncino • California • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
Meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Applying and expanding knowledge by completing required licenses and trainings.

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Strong computer skills with an ability to multitask in a demanding environment.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment trainingknowledge of investment productsfinancial planningbrokerage products

Soft Skills

client advisorymultitaskinggoal-oriented

Certifications

Series 7 licenseSeries 66 licenseCertified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)