Client-Focused Financial Solutions Advisor

Jobtailor; Village of Depew (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in the United States seeks a financial professional to provide comprehensive financial advice and tailored solutions. You will triage client leads, make referrals, and meet with clients to review goals, building plans using a range of brokerage products.

Qualifications include Series 7/66 or Series 63/65, at least 1 year in investments or financial services, and registration for SAFE Act. CFP/CRPC and insurance licenses are desirable.

Qualifications

• Licenses required: Series 7 and 66 or Series 63 and 65.
• At least 1 year of experience in investments industry with knowledge of investment products and services.
• At least 1 year in financial services or a sales environment with targets.
• Must work Monday–Friday and rotating Saturdays.
• Must register for and maintain SAFE Act registration and complete the background check.
• High School Diploma or equivalent.
• Strong relationship-building, collaboration, communication, goal-setting, adaptability, time management, and regulatory due diligence abilities.
• CFP and/or CRPC designation desirable; Insurance licenses desirable.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triage client leads and requests.
• Refer clients to internal service providers based on needs and asset thresholds.
• Meet with clients to review financial and investment goals.
• Build financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking).
• Recommend banking and investment strategies aligned with client goals.
• Identify and engage potential new clients through referrals or center clientele.
• Coach and provide feedback to referral partners.
• Mitigate and control risk in daily activities.
• Complete required licenses and training while applying and expanding knowledge.

Skills

Financial Advice

Investment Strategies

Risk Mitigation

Client Needs Assessment

Brokerage Products

Communication

Collaboration

Goal Setting

Adaptability

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Series 7 License

Series 66 License

Series 63 License

Series 65 License

CFP

CRPC

Insurance Licenses

Tools

Financial Software

Job description

Jobtailor in the United States seeks a financial professional to provide comprehensive financial advice and tailored solutions. You will triage client leads, make referrals, and meet with clients to review goals, building plans using a range of brokerage products.

Qualifications include Series 7/66 or Series 63/65, at least 1 year in investments or financial services, and registration for SAFE Act. CFP/CRPC and insurance licenses are desirable.