Financial Solutions Advisor

. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

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

Key responsibilities & impact

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include 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.
Job expectations include 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.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Comp & perks

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

goal settingrelationship buildingcollaborationeffective communicationtask prioritizationnavigating complexitythoroughnessthoughtfulness

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license