Financial Solutions Advisor - Reno Area
$70,000–$80,000 year
On-site · Reno, Nevada, United States
Job Summary
Provide comprehensive advice and customized financial solutions to clients, including building financial plans and recommending brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions. Responsibilities include triaging client leads, referring to internal service providers based on client needs and assets, meeting with clients to review goals, and coaching referrals. Must engage in required licenses/training and comply with SAFE Act registration. Demonstrates client-focused advisory skills, goal-setting, and ability to nurture client relationships while working within regulatory guidelines.
Required Qualifications
- Series 7 & 66 licenses
- If 66 not held, must obtain after offer within 60 days
- At least one year of investment industry experience
- At least one year of experience in financial services or sales with goals achieved
- Strong communication and relationship-building skills
- High School Diploma or GED or equivalent
- Comfort with regulatory due diligence and SAFE Act registration
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