Financial Solutions Advisor - Bergen East Market

Job Title

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements.

Responsibilities :

• 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 and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule :

Monday Fridays and rotating Saturdays

Required Qualifications :

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

Has at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded.

Builds and nurtures strong relationships.

Collaborates effectively with others to get things done.

Communicates effectively and confidently and is comfortable engaging all clients.

Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

Likes to learn, adapts to new information and seeks the right solutions for clients.

Efficiently manages your time and capacity.

Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications :

Strong computer skills with an ability to multitask in a demanding environment.

At least three years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded.

Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).

Obtained your insurance licenses.

Bilingual Mandarin / Spanish.

Minimum Education Requirement :

High School Diploma / GED / Secondary School or equivalent

Skills :

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Shift :

1st shift (United States of America)

Hours Per Week : 40

Pay Transparency details :

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits :

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.