Financial Solutions Advisor

Jobtailor; Hayward (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Hayward, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients’ financial goals. You will triage client leads, refer to internal partners, and meet with clients to review investment goals.

You will build financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking) and recommend strategies while mitigating risk. This role requires licenses and regulatory compliance and offers growth into phone-based

Qualifications

• Must hold Series 7 and Series 66, or Series 63 and 65 with plan to pass 66 within 60 days.
• At least one year of experience in investments and financial services or a sales environment with goals met or exceeded.
• Must complete required licenses and trainings; SAFE Act registration requirements and background check.

Responsibilities

• Provide comprehensive advice and customized solutions to clients’ financial goals.
• Triage client leads and requests; meet with clients to review goals.
• Build financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking).
• Recommend banking and investment strategies aligned with client needs and manage risk.
• Identify and engage potential new clients through referrals and financial center clientele; train centers as needed.

Skills

Financial planning

Investment strategies

Multitasking

Effective communication

Goal achievement

Education

High school diploma

Tools

Brokerage software

CRM systems

Microsoft Office

Job description

• Provide comprehensive advice and customized solutions to clients’ financial goals
• Triage client leads and requests
• Make referrals to internal business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money‑managed solutions
• Recommend banking and investment strategies aligned with client needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals and financial center clientele
• Coach and provide feedback to referral partners
• Train at one financial center and potentially begin in a phone‑based capacity until a financial center location is determined
• Work Monday-Friday with some Saturdays; 40 hours per week

Requirements

• Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66
• If holding Series 63 or Series 65 without Series 66, must pass the missing series within 60 days of offer
• At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded
• High school diploma, GED, secondary school, or equivalent
• Must complete required licenses and trainings
• Subject to SAFE Act registration requirements, including federal registry registration, background check, and maintaining good standing
• Strong computer skills and ability to multitask in a demanding environment
• At least three years of financial services and/or sales experience is desired
• CFP and/or CRPC designations are desired
• Insurance licenses are desired
• Open availability Monday-Friday and some Saturdays
• Ability to achieve goals, build relationships, collaborate, communicate effectively, manage complexity and prioritize tasks in a fast‑paced environment
• Ability to incorporate regulatory due diligence into daily activities and long‑term client strategies

Core Competencies

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in utilizing brokerage products to meet diverse client financial goals while effectively managing risk.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Investment Product Knowledge
• Financial Services Experience
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Investment Strategies
• Risk Mitigation
• Sales Experience
• Multitasking

Soft Skills

• Effective Communication
• Collaboration
• Goal Achievement
• Relationship Building
• Coaching

Certifications & Qualifications

• Series 63 License
• Series 65 License
• CFP Designation
• CRPC Designation
• Insurance Licenses

Industry Keywords

• Financial Goals
• Brokerage Products
• Stocks
• Bonds
• Mutual Funds