Financial Solutions Advisor

Jobtailor; Raleigh (NC); On-site; USD 75,000 - 115,000; Full time

Job summary

Jobtailor in Raleigh, NC is seeking a client-focused professional to obtain required securities licenses (SIE, Series 7, Series 66) and start delivering banking and investment solutions in a busy financial center.

You will build lasting client relationships, provide comprehensive financial guidance, and collaborate with banking partners to help clients reach their goals while progressing through performance milestones.

Qualifications

• Aptitude for obtaining required industry licenses and ongoing licensing steps.
• Ability to manage time and capacity in a fast-paced environment.
• Experience in cultivating client relationships and identifying needs.
• Proven ability to communicate clearly and collaborate with peers.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7 and Series 66.
• Build and manage client relationships.
• Guide clients with financial advice and solutions.
• Work in a financial center delivering banking and investment solutions.
• Provide comprehensive advice and client reviews.
• Collaborate with banking and investment partners.
• Meet performance milestones for career progression.

Skills

Self-discipline

Effective communication

Collaboration

Time management

Results-driven mindset

Job description

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
• Build and manage client relationships
• Guide clients with financial advice and solutions
• Work in a financial center delivering banking and investment solutions
• Provide comprehensive advice and client reviews
• Collaborate with banking and investment partners
• Meet performance milestones for career progression

Requirements

• Aptitude in obtaining required industry licenses
• Must be self‑disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• SIE (Securities Industry Essentials)

Soft Skills

• Self-Discipline
• Effective Communication
• Collaboration
• Results-Driven Mindset
• Time Management

Certifications & Qualifications

• SIE (Securities Industry Essentials)
• Series 7 License
• Series 66 License