Financial Solutions Advisor - Woodridge - Southwest Chicago Market
仕事内容
Provides comprehensive financial advice and customized solutions to clients to help them achieve financial goals, including brokerage products (stocks, bonds, mutual funds, annuities) and banking/managed solutions.
Builds financial plans and reviews investment goals, recommending banking and investment strategies aligned with client needs.
Triages client requests and refers to internal service providers based on client needs and asset thresholds; helps mitigate risk in daily activities.
Identifies and engages potential new clients through referrals and existing client bases; delivers coaching and feedback to referral partners.
Maintains required licenses and trainings (Series 7 and 66 or 63/65) and complies with SAFE Act registration for mortgage origination as applicable.
Collaborates in a fast-paced environment, manages time effectively, and communicates clearly with clients and team members to deliver value.
Builds financial plans and reviews investment goals, recommending banking and investment strategies aligned with client needs.
Triages client requests and refers to internal service providers based on client needs and asset thresholds; helps mitigate risk in daily activities.
Identifies and engages potential new clients through referrals and existing client bases; delivers coaching and feedback to referral partners.
Maintains required licenses and trainings (Series 7 and 66 or 63/65) and complies with SAFE Act registration for mortgage origination as applicable.
Collaborates in a fast-paced environment, manages time effectively, and communicates clearly with clients and team members to deliver value.
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