Financial Solutions Advisor Registration Candidate - Village Crossing Financial Center

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 your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time.
  • SIE within 30 days of being hired, and Series 7 & 66 within 120 days - a requirement for the role.
• Build your network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Cultivate client relationships, access needs, and recommend solutions.
• Create strong peer relationships through effective communication and collaboration.
• Execute multiple tasks simultaneously while maintaining a results-driven mindset focused on client interests.
• Learn and adapt to new technology or applications.

Qualifications

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

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Consultative Approach
• Technology

Benefits

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Growth in business knowledge through a defined consultative approach

Pay

• Competitive compensation package
• Flexible benefits

Schedule

• Monday – Friday
• Rotating Saturdays
• Shift: 1st shift (United States of America)
• Hours per week: 40