Financial Solutions Advisor

Jobtailor; Charleston (SC); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobtailor in Charleston, SC seeks a financial advisor to develop comprehensive financial plans using brokerage products and banking solutions, aligning with each client's goals.

You will build lasting client relationships, assess needs, recommend investment strategies, and work with internal teams to manage risk in a fast-paced environment. This on-site role emphasizes time management and clear, effective communication.

Qualifications

• Must hold required industry licenses to provide financial planning services.
• Ability to manage time and capacity with self-discipline.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration with peers.
• Demonstrates a results-driven mindset prioritizing clients' interests in a fast-paced environment.
• Capable of handling multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers based on needs.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or bank clientele.

Skills

Self-Discipline

Collaboration

Results-Driven Mindset

Adaptability

Effective Communication

Education

Industry Licenses

Tools

Brokerage Products

Stocks

Bonds

Mutual Funds

Annuities

Banking Solutions

Investment Strategies

Client Needs Assessment

Financial Goal Planning

Asset Thresholds

Job description

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions


• Recommends banking and investments strategies that align with client financial goals and needs


• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds


• Mitigates and controls risk as part of daily activities


• Identifies and engages potential new clients through referrals or financial center clientele

Requirements

• Aptitude in obtaining required industry licenses


• Must be self-disciplined in managing time and capacity


• Experience in cultivating client relationships, assessing needs and recommending solutions


• Success creating strong peer relationships through effective communication and collaboration


• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment


• Executes multiple tasks simultaneously


• Learns and adapts to new technology or applications.

Core Competencies

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and risk mitigation. Proficient in adapting to new technologies while executing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

• Financial Planning


• Client Relationship Management


• Risk Mitigation


• Effective Communication


• Time Management

ATS Optimization Keywords

Hard Skills

• Brokerage Products


• Stocks


• Bonds


• Mutual Funds


• Annuities


• Banking Solutions


• Investment Strategies


• Client Needs Assessment


• Financial Goal Planning


• Asset Thresholds

Soft Skills

• Self-Discipline


• Collaboration


• Results-Driven Mindset


• Adaptability


• Effective Communication

Certifications & Qualifications

• Industry Licenses

Industry Keywords

• Financial Goals


• Client Engagement


• Risk Control


• Referrals


• Financial Center