Responsibilities Providing comprehensive advice and customized solutions to clients Triaging client leads and making referrals to business partners Meeting with clients to review financial and investment goals Building a financial plan and recommending brokerage products Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments industry At least one year experience in the financial service industry and/or a sales environment Strong computer skills At least three years' experience working in financial service #J-18808-Ljbffr
Financial Solutions Advisor • Saratoga, CA, United States
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