Financial Solutions Advisor

Jobtailor; Bellevue (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers.

The role emphasizes building client relationships, identifying new business, and coaching referral partners to optimize outcomes in a fast-paced environment.

Qualifications

• Holds required FINRA licenses (Series 7/66 or 63/65 equivalent).
• Minimum one year in investments industry.
• Minimum one year in financial services or sales.
• Ability to set and achieve goals.
• Proven relationship-building capabilities.
• Collaborates effectively with teams.
• Clear, confident communication.
• Able to manage goals and priorities in a fast-paced environment.
• Demonstrates quick learning and adaptability.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies.
• Triages client requests and makes referrals to appropriate service providers.
• Identifies and engages potential new clients.
• Provides coaching and feedback to referral partners.

Skills

Goal setting

Relationship building

Collaboration

Communication

Prioritization

Adaptability

Learning mindset

Coaching

Feedback

Execution

Education

Series 7 license

Series 66 license

Series 63 license

Series 65 license

Job description

Responsibilities

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies
• Triages client requests and makes referrals to appropriate service providers
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Requirements

• 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 or sales environment
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
• Likes to learn, adapts to new information, and seeks the right solutions

Soft Skills

• coaching
• feedback
• relationship building
• collaboration
• communication
• goal setting
• adaptability
• problem solving
• task prioritization
• execution

Certifications & Qualifications

• Series 7 license
• Series 66 license
• Series 63 license
• Series 65 license