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 to help them achieve their goals. Responsibilities include triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Requires completing required licenses and trainings and registration with the SAFE Act for residential mortgage originations; adherence to regulatory due diligence in daily activities; and coaching/referring clients as part of a collaborative financial services team.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
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