Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL

Responsibilities

• 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 banking and money managed solutions
• 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
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceeded
• Passion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients
• Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals

Desired Qualifications

• Strong computer skills with an ability to multitask in a fast-paced environment
• Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

Skills

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

Shift

1st shift (United States of America)

Hours Per Week

40