Financial Solutions Advisor - Gaithersburg
3 days ago
Job summary:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Also 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 money managed solutions recommends banking investments strategies that align with client financial goals needs triages client requests makes referrals to appropriate internal service providers based on client needs asset thresholds mitigates controls risk as part of daily activities identifies engages potential new clients through referrals or financial center clientele provides coaching feedback referral partners based on knowledge of client needs potential product services recommended has at least one year experience in the investments industry including investment training indepth knowledge investment products services sets accomplishes goals achieving whatever you put your mind to builds nurtures strong relationships collaborates effectively others get things done communicates effectively confidently comfortable engaging all clients manages navigates complexity prioritizes tasks executes fastpaced environment likes learn adapts new information seeks right solutions clients efficiently manages time capacity thorough thoughtful incorporating relevant regulatory due diligence daily activities longterm strategies clients- 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 money managed solutions
- Recommends banking investments strategies that align with client financial goals needs
- Triangles client requests makes referrals to appropriate internal service providers based on client needs asset thresholds
- Mitigates controls risk as part of daily activities
Job description
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