Financial Solutions Advisor- San Marino Financial Center
4 days ago
Job summary
We are looking for a Financial Solutions Advisor to provide comprehensive advice and customized solutions to clients. The ideal candidate will have experience in the investments industry and a strong knowledge of investment products and services.This job involves working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products. The advisor will recommend banking and investments strategies that align with client needs and goals. Additionally, they will mitigate risk as part of daily activities.
The successful candidate will have excellent communication skills, be able to build strong relationships, collaborate effectively with others, prioritize tasks efficiently,
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
- Recommends banking and investments strategies that align with client financial goals.
Job description
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