Financial Solutions Advisor Job Description
Financial solutions advisor
provides information regarding financial products (cash markets, equities, and derivatives), exchanges, technical services, securities regulations, clearing and depository functions.
Financial Solutions Advisor Duties & Responsibilities
To write an effective financial solutions advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included financial solutions advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
As credit expert, actively participate with the private bankers in the business development of credit products and services to high net worth individuals that are referred by investment advisors of National Bank Financial(NBF)
Align enterprise products and services where appropriate
Build strategic partnership with Banking Center as a valued team member
Build strategic partnership with Financial Center as a valued team member
Trust office
Answer calls and take orders to buy and sell investment instruments
Achieve growth commitments for Financial Solutions segment for a National Region
Trajectory improvements for Multi-year committed sales revenue across the portfolio
Ensure we are earning early renewals and improving growth performance across the portfolio
Assessment and optimization of Risk, Opportunity and Resource Deployment
Financial Solutions Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Financial Solutions Advisor
Typically a job would require a certain level of education.
Employers hiring for the financial solutions advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Primary Degree in Business, Management, Ethics, Sound, Communication, Acting, Performance, Guidance, Education, Financial Planning
Skills for Financial Solutions Advisor
Desired skills for financial solutions advisor include:
Investment products and services
Banking products and services desired
Investments and financial markets and apply key principles appropriately to the individual client's investment needs
Client account services
Organization
Products
Services
Merrill Edge products
Policies and services while keeping abreast of financial markets and regulations
Financial markets by applying key principles appropriately
Desired experience for financial solutions advisor includes:
Strong Knowledge of Naivplan
Four year degree desired, preferably in business related field
Bachelor's degree in Finance, Industrial Engineering, Economics or Accounting
A minimum of 7-10 years in field sales
Professional Designation from the I.Q.P.F
Strong Knowledge of Navi plan Excellent computer skills (Word, PowerPoint, Excel, Access, )A self-starter who is resulted oriented and gets things done on time and who works effectively and collaboratively in a team environment
Financial Solutions Advisor Examples
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Financial Solutions Advisor Job Description
Job Description Example
Our innovative and growing company is hiring for a financial solutions advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial solutions advisor
- Improvement of Customer Satisfaction Measurements
- Deep domain subject matter expertise
- Regular reporting, forecasting and commentary on Regional Financial Solutions Readiness
- Understand and analyze clients’ credit requests
- Promptly perform annual reviews of the clients’ credit facilities
- Communicate with the clients and/or their advisors to discuss their credit needs the terms and conditions of the financing and to obtain required information and documents to complete the credit analysis
- Collaborate with the bankers, the banking agents, and the operations group external counsel (when needed) for the preparation of loan documentation
- Exercise leadership in the management of the risks related to the loan portfolio in collaboration with the bankers and banking agents and by using the various reports available
- Negotiate the credit terms & conditions with the credit adjudicators
- Act as credit resource for the team and as needed support to the senior manager in developing credit skills of various team members
Qualifications for financial solutions advisor
- Unlimited potential for financial growth
- A strong referral base from across the business that will give you a leg-up on client acquisition
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
- Leadership opportunities, from leading client and conference seminars to mentoring junior associates
- Minimum of one or two+ years financial advisory or investment sales experience
- Series 66 (or both the 63 & 65) is strongly preferred
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Financial Solutions Advisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial solutions advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial solutions advisor
- Achieve growth commitments for Financial Solutions segment for a Strategic Region
- Maintain a high level of personal integrity and comply with enterprise policy and procedures
- Experience serving a high net worth clientele
- Knowledge of business law concepts, an asset
- Organized, flexible and team player
- Bilingualism (written and spoken), French and English is essential
Qualifications for financial solutions advisor
- Proven success with driving new and existing large dollar engagements in a highly complex environment across multiple accounts and teams
- 5-8+ years of demonstrated customer facing experience, preferably in a sales environment, within the financial risk management space
- Bachelors degree in relevant field with six years of pertinent experience or Masters with four years of experience
- Negotiation and sales experience
- Experience in lending to individuals
- Experience in analyzing financial statements
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Financial Solutions Advisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial solutions advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial solutions advisor
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever you put your mind to
- Proven ability to convert outbound calls and foster partnerships that promote lead generation
- Experience balancing investment management, sales activities and new client development
- A bachelor’s degree, preferably in business-related field
- Additional years of experience in the financial service industry will be beneficial to you in this role and are desirable
Qualifications for financial solutions advisor
- 0-1 years financial aid & customer service experience
- A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field
- Robust marketing strategies to reach wider audiences with greater appeal
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves
- Unlimited potential for professional growth
- Leadership opportunities, including leading client and conference seminars and mentoring junior associates
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Financial Solutions Advisor Job Description
Job Description Example
Our company is looking to fill the role of financial solutions advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial solutions advisor
- Minimum of 1-2+ years financial advisory or investment experience experience
- A strong referral network from across the business that will give you a leg-up on client acquisition
- Series 7 and Series 66 (or both the 63 & 65) are required, if series 66 is not held, must be obtained within 90 days
- Series 7 & 66 (or both the 63 & 65) is required
- Minimum of 1-2+ years financial advisory or investment experience
- Life, Health, and Variable Annuity Licenses required, or must obtain within 90 days
Qualifications for financial solutions advisor
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
- Is thorough and will incorporate relevant regulatory due diligence into daily tasks and long-term strategies for clients
- A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients
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Financial Solutions Advisor Job Description
Job Description Example
Our company is searching for experienced candidates for the position of financial solutions advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial solutions advisor
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Strong interpersonal & computer skills with the ability to multitask in a fast paced environment
- Bachelor's degree (business related discipline strongly preferred), or 1-2+ years financial advisory or investment
- Willingness to receive and implement feedback in order to operate in a collaborative team-based environment
- Successful track record of achieving sales goals
- Ability to effectively manage a heavy workload
Qualifications for financial solutions advisor
- Typically at least 5 years of relevant financial planning experiences and post-secondary degree in related field of study or an equivalent combination of education and experience
- CFP designation (IQPF in Quebec), OR PFP or QAFP completion
- Strong working knowledge and ability to be agile to learn advance uses of financial planning softwares
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth