Financial Solutions Advisor Registration Candidate - Apple Valley Financial Center
$60,008–$69,992 year
On-site · Apple Valley, Minnesota, United States
Job Summary
Provide comprehensive financial advice and customized solutions to clients, including planning short- and long-term financial goals with brokerage products, such as stocks, bonds, mutual funds, and banking solutions; triage client leads and refer to internal service providers based on needs and assets; meet with clients to review financial and investment goals and recommend products; may be responsible for residential mortgage loans and must register under the SAFE Act; complete required licenses and trainings to support ongoing compliance and client service.
Required Qualifications
- Aptitude in obtaining required industry licenses
- High School Diploma or GED or equivalent
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