Financial Solutions Advisor Registration Candidate - Manhattan/NJ Region

About the role

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Responsibilities

• Obtain your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time.
• Build and manage client relationships.
• Identify and recommend solutions to clients' complex financial needs.
• Collaborate with core banking and investment partners to connect clients to solutions.
• Provide end-to-end comprehensive advice and client reviews/presentations.
• Execute multiple tasks simultaneously and adapt to new technology or applications.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• A results-driven mindset prioritizing client interests.
• 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.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Client Relationship Management
• Consultative Selling
• Product Knowledge
• Financial Planning
• Technical Proficiency
• Communication Skills
• Teamwork
• Problem Solving
• Adaptability

Benefits

• Competitive salary
• Health insurance
• Retirement plans
• Flexible work schedule
• Professional development opportunities
• Employee assistance program

Pay

Compensation is commensurate with experience.

Schedule

Monday through Friday, with rotating Saturdays required. Shift: 1st shift (United States of America)