Financial Solutions Advisor

This onsite Financial Solutions Advisor position in San Francisco, CA delivers comprehensive financial guidance and tailored client solutions, including financial planning and brokerage product recommendations.

Responsibilities

• Collaborate with clients to define short and long term financial goals and craft a tailored plan using brokerage options such as stocks, bonds, mutual funds, annuities, plus banking and managed solutions
• Propose banking and investment strategies aligned with client objectives and risk tolerance
• Screen client inquiries and route to the appropriate internal service providers based on needs and asset thresholds
• Identify and mitigate risk as part of daily activities
• Source and engage potential new clients through referrals or existing financial center relationships
• Coach referral partners with insights on client needs and suitable product services

Requirements

• Active Series 7 and Series 66 licenses required; if only Series 63 or 65 is held in lieu of 66, an offer may be extended with a condition to pass the missing series within 60 days
• At least one year of experience in the investments industry, including investment training and knowledge of investment products and services
• At least one year of experience in the financial services sector or a sales environment with a track record of meeting or exceeding goals
• Proven ability to set and achieve goals
• Strong relationship-building and maintenance capabilities
• Collaborative mindset and ability to work effectively with others
• Clear and confident communication; comfortable engaging all clients
• Skilled at managing goals, navigating complexity, prioritizing tasks, and performing in a fast paced setting
• Learning orientation, adaptability to new information, and focus on client solutions
• Solid time management and workload handling
• Thorough and thoughtful approach to regulatory due diligence in daily activities and long term client strategies

Desired Qualifications

• Strong computer skills with ability to multitask in a demanding environment
• Three or more years of experience in financial services or a sales environment with proven goal attainment
• Professional designations such as CFP or CRPC
• Insurance licenses

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

Location

San Francisco, CA (onsite)

Schedule

• Monday through Friday open availability required plus some Saturdays

Shift

• 1st shift (United States of America)

Hours per Week

• 40 hours

Compensation

Salary: USD 70,000 - 80,000 per year