Financial Solutions Advisor - REQUIRED Series 7 and 66 (63/65 in lieu

National Recruiters
White Plains
Sep 21, 2016
Sep 24, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a "book of business." Walk-in customers will be directed to the FSA who will provide end to end comprehensive advice and customized solutions to help customers achieve their financial goals. Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions. The FSA will transact point of fulfillment investment and banking business for clients with less than $250k in investable assets. In addition, the FSA will engage in daily relationship calling to pre-selected Bank of America or Merrill Edge customers inviting them into the Financial Center for a customer review. Qualifications: Required Skills • 3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. • One+ years experience in business development and investments training. • Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. • Knowledge of banking (credit and deposit) products and services desired. • Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles. • Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). If you do not currently hold the 66 but have either a 63 or 65 an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. • Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others. • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. • Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations. • A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs. • Ability to handle ambiguity and adapt to changing circumstances. • An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client. • Excellent time management and organizational skills. Preferred Skills • 4 year degree desired, preferably in business related field. • Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. • Insurance licenses desired. #ZR

Company Description:

National Recruiters is a San Francisco Bay Area Recruitment firm whose core strategy and distinctive competency is pairing exceptional candidates with best-in-class clients.