Financial Solutions Advisor - Oakleaf Plaza Financial Center
On-site · Jacksonville, Florida, United States
Jacksonville, Florida, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Job Summary
Provides comprehensive financial advice to clients, building financial plans and recommending brokerage products such as stocks, bonds, mutual funds, annuities, and banking/managed solutions; triages client leads, referrals internal partners, and ensures regulatory due diligence aligned with SAFE Act requirements for residential loan mortgage originations.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Maintains knowledge through required licenses and trainings
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