Financial Solutions Advisor

The Financial Solutions Advisor position centres on failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Why this role may suit you

Required Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Shift:1st shift (United States of America)Hours Per Week: 40.

What you would be doing

Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and ban. Recommends banking and investments strategies that align with client financial goals and needs.

What you need

• Job expectations include applying and expanding knowledge by completing required licenses and trainings.
• Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

Practical information

• Pay Transparency details.
• Pay range$65,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible.
• Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.
• Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities.

Job details

• Benefits mentioned: Training