Financial Solutions Advisor - McAllen Area
On-siteMcAllen, Texas, United States
McAllen, Texas, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Conduct comprehensive financial planning for clients by building strategies with brokerage products, stocks, bonds, and annuities that align with short and long-term goals. Triage client requests and make referrals to internal service providers based on asset thresholds and specific needs. Mitigate risk daily while engaging potential new clients through referrals or existing financial center clientele. Provide coaching and feedback to referral partners regarding client needs and recommended product services. Apply regulatory due diligence and complete required licenses and trainings, including SAFE Act registration.
Required Qualifications
- 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
- 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 register with the federal registry system and remain in good standing pursuant to SAFE Act requirements
- Must submit to the required SAFE Act background check and registration process
Desired Qualifications
- Bi-lingual Spanish speaking
- 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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