Financial Solutions Advisor

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

Job summary

Jobtailor in Santa Rosa, CA is seeking an experienced financial professional to provide comprehensive advice and develop customized financial plans for clients.

You will triage leads, meet clients to review goals, build plans and refer opportunities within a busy investments practice.

Candidates should hold a Series 7 and 66 (63/65 in lieu), with at least one year in financial services or investments; CFP or CRPC designations are a plus.

Qualifications

• Licenses required: Series 7 and 66 (63/65 in lieu).
• At least 1 year experience in investments.
• At least 1 year experience in financial services or a sales environment.
• Proficient computer skills are expected.
• Ability to multitask in a demanding environment.
• Desirable CFP and/or CRPC designations.

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review goals
• Building financial plans and recommending products

Skills

Series 7 license

Series 66 license

CFP designation

CRPC designation

Client relationship management

Advisory skills

Strong computer skills

Multitasking

Sales experience

Investment industry experience

Education

Series 7 & 66 licenses (63/65 in lieu)

Job description

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review goals
• Building financial plans and recommending products

Qualifications

• 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 or a sales environment
• Strong computer skills
• Ability to multitask in a demanding environment
• Achieved additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)
• multitasking
• client relationship management
• advisory skills
• Series 7
• Series 66
• Series 63
• Series 65
• Certified Financial Planner (CFP)
• Chartered Retirement Planning Counselor (CRPC)