Financial Solutions Advisor

Jobtailor; Cheshire (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Connecticut seeks a client-focused financial advisor to work with individuals to plan short and long-term financial goals using brokerage products, including stocks, bonds, mutual funds, annuities, and managed solutions. You will tailor recommendations to client needs and help them navigate investment options.

The role requires Series 7, 66, 63, and 65 licenses and at least one year in investments or financial services, plus strong relationship building, communication, and

Qualifications

• Licenses: Series 7, 66, 63 and 65 required.
• Minimum 1 year in investments or financial services.
• Experience in a sales environment with goals met or exceeded.
• Strong client relationship skills and ability to refer clients.
• Ability to manage multiple tasks in a fast-paced setting.

Responsibilities

• Plan clients' short and long-term financial goals with a comprehensive plan.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk in daily activities.
• Develop new client relationships through referrals.
• Provide coaching to referral partners.

Skills

Client relationships

Communication

Time management

Goal setting

Team collaboration

Education

Series 7

Series 66

Series 63

Series 65

Tools

Brokerage platforms

Job description

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investment 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.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• 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 and is comfortable engaging all clients.
• 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 for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
• Series 7 license.
• Series 66 license.
• Series 63 license.
• Series 65 license.