Financial Solutions Advisor

Jobtailor; Tucson (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Tucson, AZ is seeking a financial services professional to provide comprehensive advice and customized investment solutions to clients.

You will meet with clients to review goals, build financial plans, and refer to partners when appropriate. As a licensed advisor with Series 7/66 and at least one year of experience in investments or financial services, you will set and achieve targets while maintaining regulatory diligence.

Qualifications

• Series 7 license required
• Series 66 license required (or 63 & 65 in lieu)
• At least 1 year of experience in investments
• At least 1 year of experience in financial services or a sales environment
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Collaborates effectively with others
• Communicates effectively and confidently
• Manages time and capacity
• Incorporates regulatory due diligence thoroughly

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Prospecting and trinaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

Skills

Goal setting

Relationship building

Collaboration

Effective communication

Time management

Regulatory due diligence

Job description

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Trinaging client leads
• Making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

Requirements

• 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 and/or a sales environment
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Collaborates effectively with others
• Communicates effectively and confidently
• Efficiently manages your time and capacity
• Is thorough and thoughtful in incorporating regulatory due diligence

Soft Skills

• sets and accomplishes goals
• builds and nurtures relationships
• collaborates effectively
• communicates effectively
• manages time and capacity
• thorough and thoughtful

Certifications & Qualifications

• Series 7 license
• Series 66 license
• Series 63 license
• Series 65 license