Job Overview This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Employees are required to register with the SAFE Act and maintain good standing. Failure to maintain registration may result in disciplinary action up to and including termination. 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 investment 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 Required Qualifications Currently holds Series7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your 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 Schedule Monday‑Friday open availability required with some Saturdays. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America). Hours Per Week 40 hours. Compensation $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Eligible for a formulaic incentive plan based on performance. Benefits Eligible for benefits, including industry‑leading benefits, paid time off, and resources to support employees. #J-18808-Ljbffr
Financial Solutions Advisor - West Hills Region • Los Angeles, CA, United States
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