Financial Solutions Advisor - Washington DC Market
$70,000–$80,000 year
On-siteWashington, District of Columbia, United States or Rockville, Maryland, United States
Job Summary
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals, including building financial plans and recommending brokerage products. Responsibilities include triaging client leads, referring to internal service providers based on client needs and asset thresholds, meeting with clients to review goals, mitigating risk, and coaching referral partners. Licensure requirements and regulatory due diligence are emphasized, with potential involvement in residential mortgage loan originations under SAFE Act registration.
Required Qualifications
- Series 7 license
- Series 66 license (63/65 in lieu of 66)
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience in the financial services industry or sales environment with measurable goals
- Knowledge of investment products and services
- SAFE Act registration for residential mortgage loan originations
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