Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal assessment
Recommending financial products
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products, and recommending banking and investments strategies.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client relationship management
Financial goal assessment
Recommending financial products
Risk mitigation
Client prospecting
SAFE Act registration
Nice-to-have
Client experience branding
Executive presence
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
FINRA SIE certification desired
Bachelor's degree or 1 year financial services experience