Financial Solutions Advisor - East Valley Phoenix Area
On-site · Phoenix, Arizona, United States or Gilbert, Arizona, United States
Job Summary
Provides comprehensive advice and customized solutions to clients to help them achieve financial goals, triages client leads, makes referrals to internal service providers based on client needs and asset thresholds, meets with clients to review financial and investment goals, builds a financial plan, and recommends brokerage products. Requires applying and expanding knowledge by completing required licenses and trainings; SAFE Act registration is a condition for this role. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities, and banking and managed solutions), identifying and engaging potential new clients through referrals, mitigating risk, and delivering client-focused guidance.
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.
- Schedule: Monday - Friday and rotating Saturdays.
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