Financial Solutions Advisor - Central San Diego Area
$70,000–$80,000 year
On-siteSan Diego, California, United States
Job Summary
Conduct comprehensive financial advice and customized solutions for clients to help them achieve their financial goals. Build financial plans with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions. Triage client leads and make referrals to business partners based on client needs and asset thresholds. Meet with clients to review financial and investment goals while recommending brokerage products and banking strategies. Mitigate and control risk as part of daily activities by incorporating regulatory due diligence into long-term strategies. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Has 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
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages your time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must obtain and/or maintain SAFE Act registration
- Must submit to the required SAFE Act background check and registration process
Desired Qualifications
- Strong computer skills with an ability to multitask in a demanding environment
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained your insurance licenses
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