Financial Solutions Advisor - Registration Candidate - McAllen Area
On-siteMcAllen, Texas, United States
Job Summary
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days of hiring, respectively. Deliver end-to-end financial advice by acquiring, building, and managing client relationships while recommending strategies to help clients achieve their goals. Collaborate with core banking and investment partners to connect clients to comprehensive solutions through Bank of America and Merrill. Provide client reviews and presentations with confidence, leveraging relationships with one out of two U.S. households to grow your business. Complete a defined consultative approach to systematically identify client needs and appropriate solutions.
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 SIE within 30 days of being hired
- Must obtain Series 7 & 66 within 120 Days
- Must register and submit to the required SAFE Act background check and registration process
- Must maintain good standing in the federal registry system
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor's degree
- Minimum of one year of financial services industry or sales experience
- Spanish speaking
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