Financial Solutions Advisor - Registration Candidate - Austin Area

About the role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
• Receive training and one-on-one coaching from Academy managers.
• Grow business knowledge by using a defined consultative approach with clients.
• Build a network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to connect clients to solutions.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Creating strong peer relationships through effective communication and collaboration.
• A results-driven mindset prioritizing client's interest in a complex, fast-paced environment.
• Executing multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Bi-lingual Spanish speaking Skills.

Skills

• Advisory
• Account Management
• Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Benefits

Includes world-class training and on-boarding programs, dedicated programs, tools, and resources throughout your career journey.

Pay

Details on pay are not specified in the job posting.

Schedule

Monday - Friday and rotating Saturdays. This position is open for the entire market and the specific Financial Center location will be based on business needs.