Financial Solutions Advisor Registration Candidate Consumer Investments - Oklahoma City Market
On-siteOklahoma City, Oklahoma, United States or Norman, Oklahoma, United States
Job Summary
Build financial plans for clients using brokerage products like stocks, bonds, mutual funds, and annuities. Recommend banking and investment strategies that align with client goals while triaging requests and making referrals to appropriate internal service providers. Mitigate risk daily and engage potential new clients through referrals or existing financial center clientele. Complete required licenses and trainings to maintain SAFE Act registration for residential mortgage loan originations. Execute multiple tasks simultaneously in a fast-paced environment while cultivating strong peer relationships and prioritizing client interests.
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
- Must be able to lift 50 lbs
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