Financial Solutions Advisor

Jobtailor; Scottsdale (AZ); On-site; USD 65,000 - 100,000; Full time

Job summary

Jobtailor in Scottsdale, AZ seeks a financial advisor to provide comprehensive guidance, triage client leads, and build tailored financial plans.

The role requires meeting clients, recommending brokerage products, and expanding knowledge through licenses and trainings; Spanish bilingual is required.

Qualifications

• Hold Series 7 and Series 66 licenses (or 63 & 65 in lieu of 66).
• At least 1 year experience in investments or financial services with sales performance.
• Bi-lingual Spanish speaking required.
• Strong computer skills and ability to multitask in a demanding environment.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triage client leads and refer to business partners based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals.
• Build a financial plan and recommend brokerage products.
• Apply knowledge by completing required licenses and trainings.

Skills

Client relationship management

Multitasking

Spanish bilingual

CRM proficiency

Financial planning

Job description

• Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build a financial plan and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Bi-lingual Spanish speaking
• Strong computer skills with an ability to multitask in a demanding environment

Core Competencies

Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in investment products and services. Proficient in client relationship management and achieving sales goals in a fast-paced financial services environment.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Investment Knowledge
• Financial Services Experience
• Bilingual Spanish

Hard Skills

• Financial Planning
• Investment Products
• Client Needs Assessment
• Brokerage Recommendations
• Lead Triage

Soft Skills

• Multitasking
• Client Relationship Management

Certifications & Qualifications

• Series 7 License
• Series 66 License

Industry Keywords

• Financial Goals
• Investment Industry
• Sales Environment
• Client Referrals
• Asset Thresholds