Financial solutions advisor registration candidate-annapolis and salisbury md area

Description

:
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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Required Qualifications:

Aptitude in obtaining required industry licenses

Must be self-disciplined in managing time and capacity

Experience in cultivating client relationships, assessing needs and recommending solutions

Success creating strong peer relationships through effective communication and collaboration

Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment

Executes multiple tasks simultaneously

Learns and adapts to new technology or applications

Desired Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE)

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience​

Skills:

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - MD - Annapolis - 2120 West St - ANNAPOLIS MALL OFFICE (MD4560), US - MD - Easton - 36 N Washington St - Easton (MD4716), US - MD - Salisbury - 1145 S Salisbury Blvd - Salisbury South (MD4724), US - MD - Salisbury - 300 Tilghman Rd - Salisbury Shoppers World (MD4723), US - MD - Severna Park -601 Baltimore Annapolis Blvd - Severna Park (MD4761)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.