Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center
$60,008–$69,992 year
On-site · Mill Valley, California, United States
Job Summary
Financial Solutions Advisor Stage I—start by obtaining SIE, Series 7 and Series 66 licenses, then progress to advising clients on core banking and investment needs. Role involves building and managing client relationships, delivering tailored financial solutions, collaborating with banking and investment partners, and supporting clients’ financial goals. Training and progression through the Academy, with structured licensing timelines and in-branch experience in Mill Valley, CA.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- FINRA licenses (SIE, Series 7, Series 66)
- Experience in cultivating client relationships
- Strong communication and collaboration skills
- Ability to manage multiple tasks in a fast-paced environment
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