Financial Solutions Advisor Registration Candidate - Baldwin Park
$60,008–$69,992 year
On-siteBaldwin Park, California, United States
Baldwin Park, California, United StatesOn-siteFull Time$60,008–$69,992 yearLarge
Full TimeLarge
Job Summary
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days of hiring, respectively. Build client relationships with banking customers, small business owners, and higher net worth individuals by delivering comprehensive financial advice and recommending strategies to achieve life priorities. Collaborate with core banking and investment partners to connect clients to full-service solutions through Bank of America and Merrill. Train at a financial center in Baldwin Park, CA, with a Monday–Friday schedule and rotating Saturdays.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing 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
- Must obtain your SIE within 30 days of being hired
- Must obtain your Series 7 & 66 within 120 Days
- Must register and submit to the required SAFE Act background check and registration process
- Must be able to lift 50 lbs
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor's degree
- Minimum of one year of financial services industry or sales experience
- Client Experience
- Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
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