Financial Solutions Advisor

Jobtailor; Hewlett (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor in New York seeks a licensed financial advisor to provide tailored financial advice, triage client leads, review goals, and build financial plans while expanding knowledge through required licenses and trainings.

The role requires Series 7 and 66 (or equivalents 63/65), at least one year in investments and in financial services or sales, strong computer skills, and ability to work Monday through Friday with rotating Saturdays.

Qualifications

• Strong communication and client advisory skills.
• Experience in financial services or sales.
• Licenses: Series 7 and Series 66 (or equivalent 63/65).
• Experience with financial planning and brokerage products.

Responsibilities

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals to business partners.
• Meeting with clients to review financial and investment goals.
• Building financial plans and recommending brokerage products.
• Applying and expanding knowledge by completing required licenses and trainings.

Skills

Communication skills

Client advisory skills

Strong computer skills

Financial planning

Brokerage products

Investment goals review

Sales environment experience

Tools

Computer skills

Job description

• Providing comprehensive advice and customized solutions to clients


• Triaging client leads and making referrals to business partners


• Meeting with clients to review financial and investment goals


• Building financial plans and recommending brokerage products


• Applying and expanding knowledge by completing required licenses and trainings

Requirements

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses


• Minimum of one year of experience in the investments industry


• Minimum of one year of experience working in the financial service industry and/or a sales environment


• Strong computer skills


• Must be able to work Monday through Friday and rotating Saturdays

Core Competencies

Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in client relationship management and investment planning. Holds necessary licenses and possesses experience in the financial services and investments industry.

Highest-signal resume keywords

• Series 7 License


• Series 66 License


• Investment Planning


• Client Relationship Management


• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Brokerage Products


• Client Lead Triaging


• Investment Goals Review


• Sales Environment Experience

Soft Skills

• Communication Skills


• Client Advisory Skills

Certifications & Qualifications

• Series 7 License


• Series 66 License


• Series 63 License


• Series 65 License

Industry Keywords

• Investments Industry


• Financial Services


• Client Solutions


• Financial Goals

Tools & Technologies

• Computer Skills