Financial Solutions Advisor - Washington DC Market
$70,000–$80,000 year
On-siteWashington, District of Columbia, United States or Rockville, Maryland, United States
Washington, District of Columbia, United States or Rockville, Maryland, United StatesOn-siteFull Time$70,000–$80,000 yearMid LevelHigh School Or EquivalentLarge
Full TimeMid LevelHigh School Or EquivalentLarge
Job Summary
Provide comprehensive financial advice and customized solutions to clients, including building financial plans and recommending brokerage products (stocks, bonds, mutual funds, annuities) while triaging client leads and referrals to internal service providers; requires licensing (Series 7 and 66 with 63/65 as alternatives), adherence to SAFE Act registration for mortgage originations, and collaboration with clients to meet short- and long-term financial goals.
Required Qualifications
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong communication and client relationship skills
- Ability to build and review financial plans and recommend brokerage products
- Knowledge of banking and investment products including stocks, bonds, mutual funds, annuities, and banking/money management solutions
- Regulatory due diligence in daily activities
- Mentions required licenses and training for SAFE Act registration (mortgage loan originations)
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