Financial Solutions Advisor Registration Candidate - Rogers Financial Center

This role involves providing clients with comprehensive financial advice and customized solutions to help them achieve their financial goals. You will triage client leads, make referrals to business partners, and meet with clients to review their financial and investment objectives, recommending appropriate products. The position requires obtaining industry licenses and may involve SAFE Act registration for residential mortgage loan originations.

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meet with clients to review financial and investment goals
• Recommend banking and investment strategies
• Identify and engage potential new clients
• Obtain required industry licenses and complete trainings

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.