Financial Solutions Advisor

Jobtailor; Fremont (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Fremont, CA seeks an experienced financial services professional to plan and execute strategic investment goals for clients. You will collaborate with clients to map out financial objectives and tailor banking and investment solutions accordingly.

The role involves triaging client requests, referring to internal specialists, and expanding the client base through referrals or center clientele. Strong multitasking and communication skills are essential.

Qualifications

• Active Series 7 and Series 66 (or 63/65 in lieu).
• At least 1 year experience in the investments industry.
• At least 1 year experience in financial services or sales.
• Strong computer skills and ability to multitask.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers.
• Identify and engage potential new clients via referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

financial planning

investment strategies

client engagement

multitasking

Education

Series 7

Series 66

CFP

CRPC

Job description

Responsibilities

• Works with clients to plan short and long-term financial goals.
• Recommends banking and investment strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on client needs.

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 and/or a sales environment.
• Strong computer skills with an ability to multitask in a demanding environment.
• Achieved additional professional designations such as CFP and/or CRPC.

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.

Hard Skills

• financial planning
• investment strategies
• client engagement
• multitasking

Soft Skills

• coaching
• feedback
• communication

Certifications & Qualifications

• Series 7
• Series 66
• CFP
• CRPC