Investment & Financial Planning Advisor

Jobtailor; Williamsburg (VA); On-site; USD 70,000 - 120,000; Full time

Job summary

Jobtailor in the United States is seeking a financial services professional who holds Series 7 and 66 licenses (or equivalents) to advise clients, triage leads, and refer to partners. You will meet with clients to review goals and build comprehensive plans using brokerage products—stocks, bonds, mutual funds, annuities, and banking solutions—while aligning strategies to risk and objectives.

The role requires at least one year in investments or financial services, with a sales background and a

Qualifications

• Current Series 7 and 66 licenses or equivalents (e.g., Series 63 and 65 in lieu of Series 66)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or a sales environment with goals met
• Must be able to work Monday through Friday and rotating Saturdays
• SAFE Act registration and background check

Responsibilities

• Provide comprehensive advice and customized financial solutions to clients
• Triage client leads and requests
• Make referrals to business partners based on client needs
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Coach and provide feedback to referral partners
• Complete required licenses and trainings
• Comply with SAFE Act registration and background-check requirements where applicable

Skills

Investment Strategies

Financial Planning

Client Relationship Management

Brokerage Products

Goal Achievement

Risk Mitigation

Effective Communication

Time Management

Adaptability

Education

Series 7 License

Series 66 License

SAFE Act Registration

High School Diploma / GED

Job description

Jobtailor in the United States is seeking a financial services professional who holds Series 7 and 66 licenses (or equivalents) to advise clients, triage leads, and refer to partners. You will meet with clients to review goals and build comprehensive plans using brokerage products—stocks, bonds, mutual funds, annuities, and banking solutions—while aligning strategies to risk and objectives.

The role requires at least one year in investments or financial services, with a sales background and a