Financial Solutions Advisor - San Marco Financial Center
On-site · Jacksonville, Florida, United States
Job Summary
Provide comprehensive financial advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads and making referrals to internal service providers based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Role requires completing required licenses and trainings and SAFE Act registration; adherence to regulatory due diligence and risk-management practices; and collaboration with clients and referral partners to deliver banking and investment strategies (stocks, bonds, mutual funds, annuities) aligned with client goals.
Required Qualifications
- Series 7 & 66 licenses (63/65 in lieu of 66) or equivalent
- At least one year experience in investments/financial services or sales with goals met or exceeded
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.