Financial Solutions Advisor Registration Candidate - Back Bay Financial Center
$60,008–$69,992 year
On-siteBoston, Massachusetts, United States
Job Summary
Conduct client triage and referrals based on asset thresholds, then meet with prospects to review financial goals and recommend brokerage products, banking solutions, and investment strategies. Build short- and long-term financial plans utilizing stocks, bonds, mutual funds, and annuities while mitigating risk and identifying new leads through existing clientele. Maintain good standing in the federal registry system by completing required licenses, trainings, and the SAFE Act background check. Execute multiple tasks simultaneously in a fast-paced environment, cultivating client relationships and prioritizing client interests across complex financial scenarios.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
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