Financial Solutions Advisor

Jobtailor; Hicksville (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a financial services professional to provide tailored mortgage and advisory services in the United States. You will review client goals, triage leads, and refer opportunities to partners while maintaining compliance with industry regulations.

The role emphasizes licensing, relationship-building, and the ability to work in a fast-paced environment to achieve results.

Qualifications

• Licenses required or in progress to fulfill industry regs.
• Proven ability to cultivate client relationships.
• Strong communication and collaboration skills in a fast-paced environment.
• Able to manage multiple tasks concurrently.
• Currently holds FINRA Securities Industry Essentials (SIE).

Responsibilities

• Provide comprehensive, personalized financial advice and solutions.
• Triage client leads and refer to business partners as appropriate.
• Meet with clients to review financial and investment goals.
• Pursue necessary licenses and trainings to expand product knowledge.
• Ensure compliance with SAFE Act registration and residential mortgage loan regulations.

Skills

FINRA SIE

Client relationship management

Sales experience

Education

Bachelor's degree

Job description

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meeting clients to review financial and investment goals
• Applying and expanding knowledge by completing required licenses and trainings
• Responsible for the provision of residential mortgage loans and compliance with SAFE Act registration requirements

Requirements

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset in a fast-paced environment
• Executes multiple tasks simultaneously
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Core Competencies

Demonstrates expertise in providing tailored financial advice and solutions while ensuring compliance with industry regulations. Strong ability to cultivate client relationships and effectively communicate in a fast-paced environment.

Highest-signal resume keywords

• FINRA Securities Industry Essentials (SIE)
• Client Relationship Management
• Financial Services Industry Experience
• Compliance with SAFE Act
• Effective Communication

Hard Skills

• Residential Mortgage Loans
• Financial Advisory
• Investment Goal Review
• Triage Client Leads
• Task Execution

Soft Skills

• Results-Driven Mindset
• Collaboration
• Peer Relationship Building

Certifications & Qualifications

• Required Industry Licenses

Industry Keywords

• SAFE Act
• Financial Services
• Sales Experience