Financial Solutions Advisor Registration Candidate - Diablo Market
Core
Entry-level financial advisor role focused on obtaining securities licenses and building client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions (banking, investments)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Needs analysis, Solution recommendation, Time management, Adaptability, Multitasking
Preferred skills
FINRA SIE license, Bachelor's degree, 1+ year financial services/sales experience
Technologies
Banking and investment platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses; Acquire and manage client relationships; Provide comprehensive financial advice; Collaborate with core banking and investment partners; Prospect and identify referral opportunities.
Seniority
Entry-level, training-focused IC
