Financial Solutions Advisor - West Valley Area
On-site · Phoenix, Arizona, United States or Peoria, Arizona, United States
Job Summary
Provide comprehensive financial guidance to clients by planning and recommending brokerage products (stocks, bonds, mutual funds, annuities) to help achieve financial goals; triage client leads, make referrals to internal service providers based on client needs and asset thresholds; build financial plans, review goals, and communicate effectively; ensure ongoing regulatory compliance including required licenses/trainings and SAFE Act registration; engage with clients and referral partners, coach and provide feedback on client needs, and maintain strong relationship management in a fast-paced environment.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- 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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