Financial Solutions Advisor Registration Candidate Consumer Investments - Northwest Arkansas Area
On-siteFayetteville, North Carolina, United States or Bentonville, Arkansas, United States
Job Summary
Conduct client meetings to review financial goals and recommend brokerage products, stocks, bonds, mutual funds, and annuities. Triage client leads and make referrals to business partners based on asset thresholds and needs. Build financial plans that align with client objectives while mitigating risk. Engage potential new clients through referrals or existing financial center clientele. Complete required licenses and trainings, including SAFE Act registration and background checks. Operate in a fast-paced environment requiring results-driven execution and strong client relationship management.
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
- Must be able to lift 50 lbs
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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