Licensed Financial Solutions Specialist - Banking and Investments
Job DescriptionJob descriptionYou will provide advice and guidance to clients while helping to deepen investment relationships and serve as the clients primary point of contact. You will identify, profile and meet with clients to analyze and review financial goals. You will interact with customers in the lobby for delivery of value proposition. You will assess client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. This role is a bridge between banking and brokerage, therefore you must have a general awareness of core banking and investment solutions. You should be able to provide an enterprise product view for clients, executing referrals across banking and brokerage lines.Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.CFP or CRCP preferred.4-year business degree preferred.One+ years experience in business development and investments training.Mandarin language not required but would be prefered.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.Company DescriptionGradient Talent helps candidates and companies achieve more, not just by filling vacancies, but by upgrading talent. We network daily to build and maintain relationships with top talent in the industries we serve.Our proactive approach to talent acquisition gives our clients access to candidates who may not otherwise be available through advertisements, job boards, or social media. We upgrade access to your most important resource ,your people.We carefully match candidates with rewarding careers where they are able to advance, build on their experience, and upgrade their talent.