Financial Solutions Advisor Registration Candidate

Location: Woodbury, NJ (onsite). Salary: USD 28 - 33 per hour. Education: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America). Hours per week: 40. Summary: Delivers tailored financial advice and solutions, triages leads, makes referrals, reviews financial and investment goals, and recommends products; may involve residential mortgage loan origination with SAFE Act registration.

Responsibilities

• Collaborate with clients to map out short and long term financial goals by developing a plan that integrates brokerage products such as stocks, bonds, mutual funds, and annuities, plus banking and managed money solutions.
• Recommend banking and investment strategies aligned with clients' financial objectives and needs.
• Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and manage risk as part of daily operations.
• Identify and engage prospective clients through referrals or existing financial center clientele.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Track record of building strong peer relationships through effective communication and collaboration.
• Ability to execute multiple tasks concurrently.
• Willingness to learn and adapt to new technology or applications.