The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.
Matching Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Client financial goal planning
Brokerage product recommendations
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses obtained
Three years sales environment experience
Strong computer multitasking skills
Key Requirements
Currently holds Series 7 & 66 (or 63 & 65) licenses
At least one year experience in investments industry
At least one year experience in financial service or sales