Financial Solutions Advisor- Valley Crest Market - Sherman Oaks, CA

Only for registered members Sherman Oaks, CA , United States

1 month ago

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Job Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include 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.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
  • Mitigates and controls risk as part of daily activities
  • Triageclient requests


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