Financial Solutions Advisor Consumer Investments - McCain Financial Center
On-siteNorth Little Rock, Arkansas, United States
Job Summary
Build financial plans with brokerage products including stocks, bonds, mutual funds, and annuities to help clients achieve their short and long-term goals. Review financial and investment objectives, recommend tailored banking and investment strategies, and triage client requests by making referrals to appropriate internal service providers. Mitigate risk through daily activities and provide coaching to referral partners based on client needs and product recommendations. Engage potential new clients through referrals or existing financial center clientele while applying regulatory due diligence to all strategies. Complete required licenses and trainings to expand knowledge in investment products and services.
Required Qualifications
- Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must be able to work Monday through Friday and rotating Saturdays
Desired Qualifications
- Strong computer skills with an ability to multitask in a demanding environment
- Three or more years of 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 insurance licenses
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