Financial Solutions Advisor Registration Candidate - Boston Market
$60,008–$69,992 year
On-siteBoston, Massachusetts, United States or Belmont, California, United States
Job Summary
Build financial plans with brokerage products like stocks, bonds, and annuities to help clients achieve their goals. Triage client leads and make referrals to business partners based on needs and asset thresholds. Meet with clients to review financial and investment goals while recommending aligned banking and investment strategies. Mitigate and control risk as part of daily activities and identify potential new clients through referrals or existing clientele. Execute multiple tasks simultaneously in a complex, fast-paced environment while maintaining strong peer relationships through effective communication. Register with the federal registry system and submit to the required SAFE Act background check as part of daily compliance.
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
- 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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