Financial Solutions Advisor - Paramus

Only for registered members Paramus, United States

2 weeks ago

Default job background
Full time $75,000 - $85,000 (USD)

Job Summary:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
This role involves working 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 money managed solutions. The role also requires recommending banking investments strategies that align with client financial goals needs mitigating controlling risk as part of daily activities and identifying engaging potential new clients through referrals or financial center clientele.
The ideal candidate will have three years experience working in the financial service industry sales environment where goals were met exceeded including at least one year experience in the investments industry investment training knowledge of investment products services depth breadth relationship management product/solutions knowledge experience acting as a client advocate being a self-starter efficiently managing time capacity setting accomplishing goals achieving whatever put mind to building nurturing strong relationships collaborating effectively others getting things done communicating effectively confidently comfortable engaging all clients managing navigating complexity prioritizing tasks executing fast-paced environment liking learning adapting new information seeking right solutions for clients being thorough thoughtful incorporating relevant regulatory due diligence into daily activities long-term strategies for clients.
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