Financial Solutions Advisor

Jobtailor; Worcester (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor in Worcester, MA seeks a client-focused financial professional to provide comprehensive planning and investment guidance. You will meet with clients, triage leads, build financial plans, and recommend brokerage products.

The role requires Series 7 and 66 licenses (63/65 in lieu of 66), at least one year in investments and financial services or sales, plus strong communication, relationship-building, and time-management skills.

Qualifications

• Hold Series 7 and Series 66 licenses (63/65 in lieu of 66)
• Minimum of 1 year of experience in investments
• Minimum of 1 year of experience in financial services and/or sales

Responsibilities

• Provide comprehensive advice and customized solutions to clients
• Triage client leads
• Meet with clients to review financial and investment goals
• Build a financial plan
• Recommend brokerage products

Skills

Client relationship management

Regulatory compliance

Effective communication

Time management

Sales oriented

Team collaboration

Goal setting

Prioritization

Job description

Responsibilities

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products

Requirements

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of 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
• Manages goals, navigates complexity, prioritizes tasks
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence

Licenses

• Series 7 License
• Series 66 License
• Series 63 License
• Series 65 License

Core Competencies

Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proficient in setting and achieving financial goals while effectively collaborating and communicating with clients and team members.