Financial Solutions Advisor – Pioneer Valley Market

The Financial Solutions Advisor position in Pioneer Valley Market centres on recommends banking and investments strategies that align with client financial goals and needs. It would suit someone who can bring strong professional approach 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

Recommends banking and investments strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Identifies and engages potential new clients through referrals or financial center clientele.

The working style that fits

Strong professional approach.

What you need

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• 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 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.
• Incentives are earned based on the employee’s performance against defined metrics.Benefits.