Financial Solutions Advisor - Participant Services (Series 7 required)
$65,000–$85,000 year
On-siteHunt Valley, Maryland, United States
Job Summary
Conduct goal-based conversations with participants to provide education and guidance on investments and financial markets. Build financial plans with brokerage products including stocks, bonds, mutual funds, and annuities while triaging client requests and making referrals to internal service providers based on asset thresholds. Recommend banking and investment strategies that align with client needs and mitigate risk as part of daily activities. Engage potential new clients through referrals and provide coaching to referral partners. Requires Series 7 and 66 licenses, with a 1st shift schedule of 40 hours weekly.
Required Qualifications
- Series 7
- Series 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Passion for excellence
- Willingness to work to exceed client expectations
- Strong computer skills
- Ability to multitask in a fast paced environment
- Ability to grasp and apply complex technical material quickly
- SAFE Act registration
- Ability to submit to the required SAFE Act background check and registration process
Desired Qualifications
- Interest in growing a long term career in finance
- Passion for delivering client centric solutions
- Interest in learning more about markets
- Interest in investments
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.