Financial Solutions Advisor

Jobtailor; Braintree (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a client-focused financial advisory professional in Massachusetts to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referring clients to partners based on needs, and meeting with clients to review goals and recommend products.

You will pursue required licenses and trainings, potentially handling residential mortgage loans under SAFE Act registration.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success in creating strong peer relationships through effective communication and collaboration.

Responsibilities

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals to business partners based on client needs.
• Meeting with clients to review financial and investment goals and recommend products.
• Applying and expanding knowledge by completing required licenses and trainings.
• Potentially responsible for provision of residential mortgage loans, subject to SAFE Act registration.

Skills

Client relationship cultivation

Needs assessment

Effective communication

Collaboration

Time management

Multitasking

Adaptability

Self-discipline

Job description

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• Potentially responsible for provision of residential mortgage loans, subject to SAFE Act registration

Requirements

• Aptitude in obtaining required industry licenses
• Self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success in creating strong peer relationships through effective communication and collaboration
• Results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment
• Ability to execute multiple tasks simultaneously
• Adapt to new technology or applications

Soft Skills

• Self-discipline
• Client relationship cultivation
• Needs assessment
• Solution recommendation
• Effective communication
• Collaboration
• Results‑driven mindset
• Time management
• Multitasking
• Adaptability

Certifications & Qualifications

• Industry licenses
• SAFE Act registration