Job Summary This role provides comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The incumbent will triage client leads, make referrals to business partners based on client needs and asset thresholds, meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products. The position requires completion of required licenses and trainings and is subject to SAFE Act registration requirements.Responsibilities Work 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.Recommend banking and investment strategies that align with client financial goals and needs.Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.Mitigate and control risk as part of daily activities.Identify and engage potential new clients through referrals or financial center clientele.Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.Schedule Monday–Fridays and rotating SaturdaysRequired Qualifications Currently holds Series7 & 66 (63 & 65 in lieu of 66) licenses. An offer may be extended to candidates who hold a 63 or 65 with the condition that a passing score is received for the missing series within 60 days.Has at least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.Has at least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.Sets and accomplishes goals, achieving whatever you put your mind to.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.Loves to learn, adapts to new information, and seeks the right solutions for clients.Efficiently manages 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 services 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 insurance licenses.Minimum Education Requirement High School Diploma / GED / Secondary School or equivalentSkills AdvisoryAccount ManagementClient Experience BrandingCustomer and Client FocusOral CommunicationsIssue ManagementClient Solutions AdvisoryPipeline ManagementActive ListeningAttention to DetailRisk ManagementPolicies, Procedures, and GuidelinesClient ManagementCausation AnalysisWritten CommunicationsShift 1st shift (United States of America)Pay Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. The role is eligible to participate in a formulaic incentive plan.Benefits 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.Privacy Statement Privacy Statement: Transparency Pay Transparency: